VBR 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 (VBR). 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
4.0% (2024 Q3)
Avg. % of fund
3.82%
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 31,196 +1,730 +5.9% 4.00% $6.3M $195.62
2024 Q2 ADDED 29,466 +1,519 +5.4% 3.84% $5.4M $177.05
2024 Q1 ADDED 27,947 +511 +1.9% 3.93% $5.4M $185.09
2023 Q4 ADDED 27,436 +251 +0.9% 3.91% $4.9M $172.73
2023 Q3 ADDED 27,185 +724 +2.7% 3.74% $4.3M $152.08
2023 Q2 ADDED 26,461 +785 +3.1% 3.69% $4.4M $156.87
2023 Q1 INITIATED 25,676 3.66% $4.1M $149.75
% of Fund (quarterly)    VBR price (monthly, adj. close)
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