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David J. Yvars Group’s Vanguard S&P 500 ETF VOO Stock Holding History

David J. Yvars Group’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
2026
Q2 		– Sell
-399
Closed -$239K – 111
2026
Q1 		$239K Hold
399
– – 0.13% 76
2025
Q4 		$250K Buy
399
+2
+0.5% +$1.24K 0.13% 74
2025
Q3 		$243K Hold
397
– – 0.13% 79
2025
Q2 		$225K Buy
397
+1
+0.3% +$526 0.13% 73
2025
Q1 		$203K Buy
396
+1
+0.3% +$541 0.16% 62
2024
Q4 		$213K Buy
395
+1
+0.3% +$542 0.13% 72
2024
Q3 		$208K Buy
+394
New +$200K 0.13% 72

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

David J. Yvars Group's VOO Position: Q2 2026 in Review

David J. Yvars Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 399 shares — an estimated $239K sold.

David J. Yvars Group first reported a position in VOO in Q3 2024 and held it in 7 quarters. The position peaked at $250K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • David J. Yvars Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • David J. Yvars Group sold 399 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $239K.
  • David J. Yvars Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and held it in 7 quarters.
  • David J. Yvars Group's Vanguard S&P 500 ETF position peaked at $250K in Q4 2025.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.