Hyperion Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hyperion Partners’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$973K	Buy	3,435 +12	+0.4%	+$3.27K	0.62%	20
2024 Q2	$916K	Sell	3,423 -103	-3%	-$26.7K	0.65%	19
2024 Q1	$916K	Buy	3,526 +126	+4%	+$31.2K	0.67%	20
2023 Q4	$807K	Buy	3,400 +45	+1%	+$9.95K	0.64%	19
2023 Q3	$713K	Buy	3,355 +12	+0.4%	+$2.66K	0.62%	19
2023 Q2	$736K	Buy	3,343 +13	+0.4%	+$2.71K	0.62%	18
2023 Q1	$680K	Buy	3,330 +13	+0.4%	+$2.6K	0.61%	19
2022 Q4	$634K	Buy	+3,317	New	+$639K	0.61%	20

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hyperion Partners's VTI Position: Q3 2024 in Review

Hyperion Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.35% in Q3 2024, buying an estimated $3.27K and bringing the position to 3,435 shares worth $973K. The position accounts for 0.62% of the portfolio, ranked #20.

Hyperion Partners first reported a position in VTI in Q4 2022 and has held it in 8 quarters since. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Hyperion Partners held 3,435 shares of Vanguard Morningstar Total Stock Market ETF worth $973K as of Q3 2024.
Hyperion Partners bought 12 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $3.27K.
Vanguard Morningstar Total Stock Market ETF made up 0.62% of Hyperion Partners's portfolio in Q3 2024, its #20 holding.
Hyperion Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 8 quarters since.
2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

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