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.
| 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 |
| 2023 Q2 | ADDED | 44,025 | +6,076 | +16.0% | 1.10% | $12.5M | $279.35 |
| 2023 Q1 | ADDED | 37,949 | +3,519 | +10.2% | 0.88% | $9.5M | $245.90 |
| 2022 Q4 | REDUCED | 34,430 | -66 | -0.2% | 0.73% | $7.3M | $209.71 |
| 2022 Q3 | ADDED | 34,496 | +12,408 | +56.2% | 0.81% | $7.4M | $210.10 |
| 2022 Q2 | REDUCED | 22,088 | -6,100 | -21.6% | 0.51% | $4.9M | $218.46 |
| 2022 Q1 | ADDED | 28,188 | +7,687 | +37.5% | 0.69% | $8.1M | $281.48 |
As of 2025 Q4 — sorted by position size