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
2023 Q3 REDUCED 7,611 -78 -1.0% 2.73% $3.2M $409.69
2023 Q2 REDUCED 7,689 -15 -0.2% 2.87% $3.4M $435.68
2023 Q1 INITIATED 7,704 2.67% $3.0M $379.23
% of Fund (quarterly)    VGT price (monthly, adj. close)
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