HoyleCohen, LLC VT β€” VANGUARD INTL EQUITY INDEX F

Ownership history in HoyleCohen, LLC  Β·  23 quarters on record

AI Ownership Summary

HoyleCohen, LLC reported VANGUARD INTL EQUITY INDEX F (VT) in 23 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.53% in 2024 Q2. The latest visible filing shows VT at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HoyleCohen, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

VT was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HoyleCohen, LLC held VT β€” position size vs. price
% of Fund (quarterly)    VT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED β€” β€” β€” 62,590 -270 -0.4% 0.53% $7.0M 2024-08-14 (Est.) $109.40
2024 Q1 ADDED β€” β€” β€” 62,860 +2,481 +4.1% 0.53% $6.9M 2024-05-15 $108.34
2023 Q4 ADDED β€” β€” β€” 60,379 +2,883 +5.0% 0.51% $6.2M 2024-02-09 $101.37
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HoyleCohen, LLC and VT

These are the practical questions this page is built to answer before you even open the full history table.

How long has HoyleCohen, LLC reported owning VT?

HoyleCohen, LLC reported VT across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported VT position in HoyleCohen, LLC's portfolio?

The largest reported portfolio weight for VT was 0.53% in 2024 Q2.

What is the latest reported VT position on this page?

The most recent filing on this page is 2024 Q2, when HoyleCohen, LLC reported 62,590 shares, equal to 0.53% of portfolio, with an estimated market value of $7.0M.

What does the chart on this VT ownership page compare?

The chart compares HoyleCohen, LLC's quarterly VT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HoyleCohen, LLC time their VT position?

Based on 13F filing dates vs. subsequent VT price moves, HoyleCohen, LLC correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on VT relative to SPY over the holding period was -3.5%.

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