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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
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

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Yardley Wealth Management's VOO Position: Q2 2026 in Review

Yardley Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q2 2026, selling an estimated $14K and leaving 470 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #32.

Yardley Wealth Management first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Yardley Wealth Management held 470 shares of Vanguard S&P 500 ETF worth $323K as of Q2 2026.
  • Yardley Wealth Management sold 21 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14K.
  • Vanguard S&P 500 ETF made up 0.15% of Yardley Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Yardley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.