Ownership history in HoyleCohen, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in VANGUARD INDEX FDS (VOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q1 | ADDED | 1,171 | +175 | +17.6% | 0.02% | $276K | $233.03 |
| 2023 Q4 | REDUCED | 996 | -77 | -7.2% | 0.02% | $219K | $216.62 |
| 2023 Q3 | INITIATED | 1,073 | — | — | 0.02% | $209K | — |
As of 2025 Q4 — sorted by position size