Hyperion Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Hyperion Partners’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$294K	Buy	1,417 +4	+0.3%	+$798	0.19%	51
2024 Q2	$270K	Hold	1,413	–	–	0.19%	53
2024 Q1	$279K	Buy	1,413 +2	+0.1%	+$372	0.2%	50
2023 Q4	$259K	Buy	1,411 +3	+0.2%	+$492	0.21%	52
2023 Q3	$230K	Buy	1,408 +3	+0.2%	+$522	0.2%	57
2023 Q2	$248K	Buy	1,405 +2	+0.1%	+$334	0.21%	54
2023 Q1	$232K	Buy	1,403 +3	+0.2%	+$499	0.21%	54
2022 Q4	$218K	Buy	+1,400	New	+$223K	0.21%	57

Other funds holding VTWG

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 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

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Hyperion Partners's VTWG Position: Q3 2024 in Review

Hyperion Partners increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.28% in Q3 2024, buying an estimated $798 and bringing the position to 1,417 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #51.

Hyperion Partners first reported a position in VTWG in Q4 2022 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold VTWG as of Q3 2024.

Hyperion Partners held 1,417 shares of Vanguard Russell 2000 Growth ETF worth $294K as of Q3 2024.
Hyperion Partners bought 4 Vanguard Russell 2000 Growth ETF shares in Q3 2024, an estimated $798.
Vanguard Russell 2000 Growth ETF made up 0.19% of Hyperion Partners's portfolio in Q3 2024, its #51 holding.
Hyperion Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2024.

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