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YHB Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

YHB Investment Advisors’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 		$6.47M Sell
9,420
-1,163
-11% -$775K 0.41% 62
2026
Q1 		$6.32M Sell
10,583
-1,207
-10% -$755K 0.45% 64
2025
Q4 		$7.39M Sell
11,790
-523
-4% -$325K 0.51% 54
2025
Q3 		$7.54M Sell
12,313
-3,815
-24% -$2.25M 0.55% 49
2025
Q2 		$9.16M Buy
16,128
+148
+0.9% +$77.8K 0.71% 37
2025
Q1 		$8.21M Buy
15,980
+4,000
+33% +$2.16M 0.69% 38
2024
Q4 		$6.46M Sell
11,980
-3,403
-22% -$1.84M 0.53% 48
2024
Q3 		$8.12M Buy
15,383
+20
+0.1% +$10.2K 0.67% 39
2024
Q2 		$7.68M Buy
15,363
+143
+0.9% +$68.8K 0.66% 38
2024
Q1 		$7.32M Buy
15,220
+1,097
+8% +$502K 0.65% 41
2023
Q4 		$6.17M Sell
14,123
-83
-0.6% -$34K 0.6% 43
2023
Q3 		$5.58M Buy
14,206
+479
+3% +$196K 0.52% 56
2023
Q2 		$5.59M Sell
13,727
-1
-0% -$386 0.52% 52
2023
Q1 		$5.16M Buy
13,728
+107
+0.8% +$39.2K 0.52% 56
2022
Q4 		$4.79M Buy
13,621
+114
+0.8% +$40.3K 0.51% 55
2022
Q3 		$4.43M Buy
13,507
+875
+7% +$320K 0.49% 56
2022
Q2 		$4.38M Buy
12,632
+92
+0.7% +$34.7K 0.46% 63
2022
Q1 		$5.21M Buy
12,540
+1,787
+17% +$732K 0.46% 62
2021
Q4 		$4.69M Buy
10,753
+440
+4% +$186K 0.37% 71
2021
Q3 		$4.07M Buy
10,313
+46
+0.4% +$18.7K 0.35% 77
2021
Q2 		$4.04M Buy
10,267
+119
+1% +$45.7K 0.34% 79
2021
Q1 		$3.89M Buy
10,148
+45
+0.4% +$16K 0.34% 79
2020
Q4 		$3.47M Buy
10,103
+215
+2% +$70.1K 0.33% 78
2020
Q3 		$3.04M Buy
+9,888
New +$3.01M 0.33% 76
2014
Q1 		– Sell
-1,720
Closed -$291K – 154
2013
Q4 		$291K Buy
+1,720
New +$279K 0.08% 133

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

YHB Investment Advisors's VOO Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $775K and leaving 9,420 shares worth $6.47M. The position accounts for 0.41% of the portfolio, ranked #62.

YHB Investment Advisors first reported a position in VOO in Q4 2013 and has held it in 25 quarters since. The position peaked at $9.16M in Q2 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • YHB Investment Advisors held 9,420 shares of Vanguard S&P 500 ETF worth $6.47M as of Q2 2026.
  • YHB Investment Advisors sold 1,163 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $775K.
  • Vanguard S&P 500 ETF made up 0.41% of YHB Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • YHB Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 25 quarters since.
  • YHB Investment Advisors's Vanguard S&P 500 ETF position peaked at $9.16M in Q2 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.