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HoyleCohen’s Vanguard Mid-Cap ETF VO Stock Holding History

HoyleCohen’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$9.18M Sell
151,752
-1,104
-0.7% -$67.1K 0.69% 40
2024
Q1 		$9.55M Buy
152,856
+388
+0.3% +$22.9K 0.73% 38
2023
Q4 		$8.87M Buy
152,468
+12,812
+9% +$685K 0.72% 40
2023
Q3 		$7.27M Sell
139,656
-3,552
-2% -$195K 0.67% 42
2023
Q2 		$7.88M Buy
143,208
+6,604
+5% +$346K 0.7% 40
2023
Q1 		$7.2M Buy
136,604
+25,276
+23% +$1.34M 0.67% 44
2022
Q4 		$5.67M Buy
111,328
+8,236
+8% +$420K 0.56% 54
2022
Q3 		$4.84M Buy
103,092
+11,892
+13% +$621K 0.53% 55
2022
Q2 		$4.49M Sell
91,200
-12,736
-12% -$688K 0.47% 61
2022
Q1 		$6.18M Sell
103,936
-1,520
-1% -$89.2K 0.53% 53
2021
Q4 		$6.72M Buy
105,456
+8,460
+9% +$530K 0.56% 49
2021
Q3 		$5.74M Buy
96,996
+13,764
+17% +$832K 0.55% 55
2021
Q2 		$4.94K Sell
83,232
-3,168
-4% -$184K 0.38% 64
2021
Q1 		$4.78M Buy
86,400
+12,448
+17% +$675K 0.49% 62
2020
Q4 		$3.82M Buy
73,952
+8,416
+13% +$407K 0.44% 72
2020
Q3 		$2.89M Sell
65,536
-908
-1% -$39.6K 0.42% 68
2020
Q2 		$2.72M Buy
66,444
+3,520
+6% +$135K 0.46% 65
2020
Q1 		$2.07M Buy
62,924
+29,156
+86% +$1.21M 0.41% 66
2019
Q4 		$1.5M Buy
33,768
+1,916
+6% +$82.3K 0.24% 88
2019
Q3 		$1.33M Buy
31,852
+9,884
+45% +$413K 0.23% 90
2019
Q2 		$918K Buy
21,968
+6,312
+40% +$258K 0.16% 109
2019
Q1 		$629K Buy
15,656
+3,932
+34% +$151K 0.11% 123
2018
Q4 		$405K Sell
11,724
-5,408
-32% -$203K 0.08% 133
2018
Q3 		$703K Buy
17,132
+1,792
+12% +$73.1K 0.13% 107
2018
Q2 		$605K Buy
+15,340
New +$602K 0.12% 114

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HoyleCohen's VO Position: Q2 2024 in Review

HoyleCohen reduced its Vanguard Mid-Cap ETF (VO) stake by 0.72% in Q2 2024, selling an estimated $67.1K and leaving 151,752 shares worth $9.18M. The position accounts for 0.69% of the portfolio, ranked #40.

HoyleCohen first reported a position in VO in Q2 2018 and has held it in 25 quarters since. The position peaked at $9.55M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • HoyleCohen held 151,752 shares of Vanguard Mid-Cap ETF worth $9.18M as of Q2 2024.
  • HoyleCohen sold 1,104 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $67.1K.
  • Vanguard Mid-Cap ETF made up 0.69% of HoyleCohen's portfolio in Q2 2024, its #40 holding.
  • HoyleCohen first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and has held it in 25 quarters since.
  • HoyleCohen's Vanguard Mid-Cap ETF position peaked at $9.55M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.