VOT VANGUARD INDEX 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 INDEX FDS (VOT). 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
6.46% (2024 Q3)
Avg. % of fund
6.14%
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 41,574 +2,438 +6.2% 6.46% $10.1M $241.42
2024 Q2 ADDED 39,136 +2,013 +5.4% 6.41% $9.0M $227.25
2024 Q1 ADDED 37,123 +1,375 +3.8% 6.41% $8.8M $233.03
2023 Q4 ADDED 35,748 +799 +2.3% 6.22% $7.8M $216.62
2023 Q3 ADDED 34,949 +1,113 +3.3% 5.88% $6.8M $191.65
2023 Q2 ADDED 33,836 +1,263 +3.9% 5.87% $7.0M $202.15
2023 Q1 INITIATED 32,573 5.70% $6.3M $191.16
% of Fund (quarterly)    VOT price (monthly, adj. close)
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