Yardley Wealth Management
VOO icon

Yardley Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Yardley Wealth Management’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
Q3 		$329K Hold
470
– – 0.14% 34
2026
Q2 		$323K Sell
470
-21
-4% -$14K 0.15% 32
2026
Q1 		$293K Buy
491
+16
+3% +$10K 0.15% 32
2025
Q4 		$298K Buy
+475
New +$295K 0.16% 35

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National Mutual Insurance Federation of Agricultural Cooperatives
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Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Yardley Wealth Management's VOO Position: Q3 2026 in Review

Yardley Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 470 shares worth $329K. The position accounts for 0.14% of the portfolio, ranked #34.

Yardley Wealth Management first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Yardley Wealth Management held 470 shares of Vanguard S&P 500 ETF worth $329K as of Q3 2026.
  • Yardley Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.14% of Yardley Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Yardley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.