Hyperion Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Hyperion Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.45M	Buy	60,712 +2,664	+5%	+$189K	2.84%	11
2024 Q2	$4.18M	Sell	58,048 -8,680	-13%	-$577K	2.99%	11
2024 Q1	$4.37M	Buy	66,728 +6,352	+11%	+$403K	3.2%	11
2023 Q4	$3.65M	Sell	60,376 -512	-0.8%	-$28.5K	2.89%	12
2023 Q3	$3.16M	Sell	60,888 -624	-1%	-$33.9K	2.73%	12
2023 Q2	$3.4M	Sell	61,512 -120	-0.2%	-$6.03K	2.87%	12
2023 Q1	$2.97M	Sell	61,632 -1,056	-2%	-$46.7K	2.67%	12
2022 Q4	$2.5M	Buy	+62,688	New	+$2.56M	2.39%	13

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Hyperion Partners's VGT Position: Q3 2024 in Review

Hyperion Partners increased its Vanguard Information Technology ETF (VGT) stake by 4.6% in Q3 2024, buying an estimated $189K and bringing the position to 60,712 shares worth $4.45M. The position accounts for 2.84% of the portfolio, ranked #11.

Hyperion Partners first reported a position in VGT in Q4 2022 and has held it in 8 quarters since. 1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Hyperion Partners held 60,712 shares of Vanguard Information Technology ETF worth $4.45M as of Q3 2024.
Hyperion Partners bought 2,664 Vanguard Information Technology ETF shares in Q3 2024, an estimated $189K.
Vanguard Information Technology ETF made up 2.84% of Hyperion Partners's portfolio in Q3 2024, its #11 holding.
Hyperion Partners first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 8 quarters since.
1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.