VUG — VANGUARD INDEX FDS

Ownership history in HoyleCohen, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in VANGUARD INDEX FDS (VUG). 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.

Peak position
1.65% (2024 Q2)
Avg. % of fund
0.7%
First filed
2018 Q4
Last filed
2024 Q2
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 58,236 -515 -0.9% 1.65% $21.8M $371.40
2024 Q1 ADDED 58,751 +9,102 +18.3% 1.54% $20.2M $341.38
2023 Q4 ADDED 49,649 +3,703 +8.1% 1.26% $15.4M $307.92
2023 Q3 ADDED 45,946 +1,921 +4.4% 1.16% $12.5M $269.20
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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