Hyperion Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Hyperion Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-859	Closed	-$413K	–	77
2024 Q1	$413K	Hold	859	–	–	0.3%	37
2023 Q4	$375K	Buy	859 +12	+1%	+$4.91K	0.3%	39
2023 Q3	$332K	Hold	847	–	–	0.29%	43
2023 Q2	$345K	Hold	847	–	–	0.29%	42
2023 Q1	$318K	Hold	847	–	–	0.29%	42
2022 Q4	$298K	Buy	+847	New	+$299K	0.28%	42

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Hyperion Partners's VOO Position: Q2 2024 in Review

Hyperion Partners sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 859 shares — an estimated $413K sold.

Hyperion Partners first reported a position in VOO in Q4 2022 and held it in 6 quarters. The position peaked at $413K in Q1 2024. 2,834 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Hyperion Partners reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Hyperion Partners sold 859 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $413K.
Hyperion Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 6 quarters.
Hyperion Partners's Vanguard S&P 500 ETF position peaked at $413K in Q1 2024.
2,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Hyperion Partners's 13F filing for Q2 2024, filed 12 Jul 2024.