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VOO icon

HoyleCohen’s Vanguard S&P 500 ETF VOO Stock Holding History

HoyleCohen’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$16M Buy
31,912
+1,233
+4% +$593K 1.21% 21
2024
Q1 		$14.7M Buy
30,679
+1,339
+5% +$613K 1.13% 24
2023
Q4 		$12.8M Buy
29,340
+1,411
+5% +$578K 1.05% 25
2023
Q3 		$11M Buy
27,929
+137
+0.5% +$56K 1.02% 27
2023
Q2 		$11.3M Buy
27,792
+869
+3% +$335K 1% 27
2023
Q1 		$10.1M Buy
26,923
+1,423
+6% +$522K 0.94% 29
2022
Q4 		$8.96M Buy
25,500
+6,522
+34% +$2.3M 0.89% 33
2022
Q3 		$6.23M Buy
18,978
+776
+4% +$283K 0.68% 43
2022
Q2 		$6.31M Buy
18,202
+2,341
+15% +$882K 0.66% 42
2022
Q1 		$6.58M Buy
15,861
+3,291
+26% +$1.35M 0.56% 51
2021
Q4 		$5.49M Buy
12,570
+253
+2% +$107K 0.46% 58
2021
Q3 		$4.86M Sell
12,317
-37
-0.3% -$15K 0.46% 61
2021
Q2 		$4.86K Buy
12,354
+299
+2% +$115K 0.38% 66
2021
Q1 		$4.39M Sell
12,055
-56
-0.5% -$19.9K 0.45% 69
2020
Q4 		$4.16M Buy
12,111
+606
+5% +$198K 0.48% 62
2020
Q3 		$3.54M Buy
11,505
+16
+0.1% +$4.87K 0.52% 55
2020
Q2 		$3.26M Buy
11,489
+660
+6% +$178K 0.54% 53
2020
Q1 		$2.56M Buy
10,829
+1,853
+21% +$519K 0.51% 59
2019
Q4 		$2.65M Buy
8,976
+1,807
+25% +$511K 0.42% 65
2019
Q3 		$1.95M Sell
7,169
-1,911
-21% -$519K 0.33% 74
2019
Q2 		$2.44M Hold
9,080
– – 0.42% 62
2019
Q1 		$2.36M Buy
9,080
+49
+0.5% +$12.2K 0.42% 64
2018
Q4 		$2.08M Buy
9,031
+2,125
+31% +$526K 0.42% 60
2018
Q3 		$1.84M Buy
6,906
+132
+2% +$34.5K 0.35% 68
2018
Q2 		$1.69M Buy
6,774
+324
+5% +$80.4K 0.34% 72
2018
Q1 		$1.56M Buy
6,450
+80
+1% +$20.1K 0.32% 72
2017
Q4 		$1.56M Buy
+6,370
New +$1.52M 0.31% 74

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HoyleCohen's VOO Position: Q2 2024 in Review

HoyleCohen increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2024, buying an estimated $593K and bringing the position to 31,912 shares worth $16M. The position accounts for 1.21% of the portfolio, ranked #21.

HoyleCohen first reported a position in VOO in Q4 2017 and has held it in 27 quarters since. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • HoyleCohen held 31,912 shares of Vanguard S&P 500 ETF worth $16M as of Q2 2024.
  • HoyleCohen bought 1,233 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $593K.
  • Vanguard S&P 500 ETF made up 1.21% of HoyleCohen's portfolio in Q2 2024, its #21 holding.
  • HoyleCohen first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 27 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

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