YWS
VOO icon

Yarger Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Yarger Wealth Strategies’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 		$7.04M Sell
10,150
-24
-0.2% -$16K 2.53% 12
2026
Q1 		$6.08M Buy
10,174
+77
+0.8% +$48.2K 2.45% 12
2025
Q4 		$6.33M Buy
10,097
+1,238
+14% +$769K 2.72% 12
2025
Q3 		$5.43M Buy
8,859
+454
+5% +$268K 2.49% 13
2025
Q2 		$4.77M Sell
8,405
-98
-1% -$51.5K 2.5% 14
2025
Q1 		$4.37M Sell
8,503
-371
-4% -$201K 2.55% 13
2024
Q4 		$4.78M Buy
8,874
+37
+0.4% +$20K 2.76% 13
2024
Q3 		$4.66M Buy
8,837
+29
+0.3% +$14.7K 2.58% 14
2024
Q2 		$4.41M Buy
8,808
+3,044
+53% +$1.46M 2.65% 13
2024
Q1 		$2.77M Buy
5,764
+488
+9% +$223K 1.89% 19
2023
Q4 		$2.3M Buy
5,276
+303
+6% +$124K 1.86% 17
2023
Q3 		$1.95M Sell
4,973
-97
-2% -$39.7K 1.66% 19
2023
Q2 		$2.07M Buy
5,070
+951
+23% +$367K 1.86% 18
2023
Q1 		$1.55M Sell
4,119
-213
-5% -$78.1K 1.7% 19
2022
Q4 		$1.52M Buy
4,332
+15
+0.3% +$5.3K 1.88% 17
2022
Q3 		$1.42M Sell
4,317
-2,830
-40% -$1.03M 1.88% 17
2022
Q2 		$2.55M Buy
7,147
+59
+0.8% +$22.2K 3.3% 13
2022
Q1 		$2.94M Sell
7,088
-1,610
-19% -$659K 3.84% 10
2021
Q4 		$3.8M Buy
+8,698
New +$3.67M 4.09% 10

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

Yarger Wealth Strategies's VOO Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q2 2026, selling an estimated $16K and leaving 10,150 shares worth $7.04M. The position accounts for 2.53% of the portfolio, ranked #12.

Yarger Wealth Strategies first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Yarger Wealth Strategies held 10,150 shares of Vanguard S&P 500 ETF worth $7.04M as of Q2 2026.
  • Yarger Wealth Strategies sold 24 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16K.
  • Vanguard S&P 500 ETF made up 2.53% of Yarger Wealth Strategies's portfolio in Q2 2026, its #12 holding.
  • Yarger Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.