VGT — VANGUARD WORLD FDS

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, LLC reported a position in VANGUARD WORLD FDS (VGT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.2% (2024 Q1)
Avg. % of fund
2.88%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 7,589 +333 +4.6% 2.84% $4.5M $583.17
2024 Q2 REDUCED 7,256 -1,085 -13.0% 2.99% $4.2M $572.41
2024 Q1 ADDED 8,341 +794 +10.5% 3.20% $4.4M $519.85
2023 Q4 REDUCED 7,547 -64 -0.8% 2.89% $3.7M $478.71
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGT price (monthly, adj. close)

Other funds also holding VGT

As of 2025 Q4 — sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 17.57% Compass Financial Group, INC/SD 3Y 16.67% TAIYO LIFE INSURANCE CO 3Y 7Y 13.68% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 13.67% Osbon Capital Management LLC 12.74% Wall Street Financial Group, Inc. 11.87% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 11.48% Stuart Chaussee & Associates, Inc. 3Y 7Y 10.25% PGIM Custom Harvest LLC 3Y 9.29% Winthrop Capital Management, LLC 8.1%
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