VTI — 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 (VTI). 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
0.67% (2024 Q1)
Avg. % of fund
0.63%
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 3,435 +12 +0.4% 0.62% $973K $278.85
2024 Q2 REDUCED 3,423 -103 -2.9% 0.65% $916K $262.63
2024 Q1 ADDED 3,526 +126 +3.7% 0.67% $916K $254.25
2023 Q4 ADDED 3,400 +45 +1.3% 0.64% $807K $231.25
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% of Fund (quarterly)    VTI price (monthly, adj. close)

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Beacon Wealthcare LLC 3Y 53.58% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75%
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