Hyperion Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Hyperion Partners’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$10.1M	Buy	41,574 +2,438	+6%	+$568K	6.46%	5
2024 Q2	$8.98M	Buy	39,136 +2,013	+5%	+$462K	6.41%	5
2024 Q1	$8.75M	Buy	37,123 +1,375	+4%	+$308K	6.41%	5
2023 Q4	$7.85M	Buy	35,748 +799	+2%	+$160K	6.22%	5
2023 Q3	$6.81M	Buy	34,949 +1,113	+3%	+$227K	5.88%	5
2023 Q2	$6.96M	Buy	33,836 +1,263	+4%	+$245K	5.87%	5
2023 Q1	$6.35M	Buy	32,573 +635	+2%	+$122K	5.7%	6
2022 Q4	$5.74M	Buy	+31,938	New	+$5.79M	5.48%	8

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Hyperion Partners's VOT Position: Q3 2024 in Review

Hyperion Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.2% in Q3 2024, buying an estimated $568K and bringing the position to 41,574 shares worth $10.1M. The position accounts for 6.46% of the portfolio, ranked #5.

Hyperion Partners first reported a position in VOT in Q4 2022 and has held it in 8 quarters since. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Hyperion Partners held 41,574 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.1M as of Q3 2024.
Hyperion Partners bought 2,438 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $568K.
Vanguard Morningstar Mid-Cap Growth ETF made up 6.46% of Hyperion Partners's portfolio in Q3 2024, its #5 holding.
Hyperion Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

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