HP
VTI icon

Hyperion Partners’s Vanguard 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return