Ownership history in HoyleCohen, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in VANGUARD INDEX FDS (VOO). 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 Q2 | ADDED | 31,912 | +1,233 | +4.0% | 1.21% | $16.0M | $490.95 |
| 2024 Q1 | ADDED | 30,679 | +1,339 | +4.6% | 1.13% | $14.7M | $470.20 |
| 2023 Q4 | ADDED | 29,340 | +1,411 | +5.1% | 1.05% | $12.8M | $425.89 |
| 2023 Q3 | ADDED | 27,929 | +137 | +0.5% | 1.02% | $11.0M | $381.32 |
| 2023 Q2 | ADDED | 27,792 | +869 | +3.2% | 1.00% | $11.3M | $393.97 |
| 2023 Q1 | ADDED | 26,923 | +1,423 | +5.6% | 0.94% | $10.1M | $362.36 |
| 2022 Q4 | ADDED | 25,500 | +6,522 | +34.4% | 0.89% | $9.0M | $337.14 |
| 2022 Q3 | ADDED | 18,978 | +776 | +4.3% | 0.68% | $6.2M | $313.53 |
| 2022 Q2 | ADDED | 18,202 | +2,341 | +14.8% | 0.66% | $6.3M | $329.83 |
| 2022 Q1 | ADDED | 15,861 | +3,291 | +26.2% | 0.56% | $6.6M | $393.15 |
As of 2025 Q4 — sorted by position size