Yardley Wealth Management LLC VCR — VANGUARD WORLD FD

Ownership history in Yardley Wealth Management LLC  ·  7 quarters on record

AI Ownership Summary

Yardley Wealth Management LLC reported VANGUARD WORLD FD (VCR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows VCR at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yardley Wealth Management LLC's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VCR was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VCR stock page Yardley Wealth Management LLC fund profile Yardley Wealth Management LLC full holdings
How Yardley Wealth Management LLC held VCR — position size vs. price
% of Fund (quarterly)    VCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 681 — 0% 0.13% $244K 2026-04-21 $394.44
2025 Q4 REDUCED 8.8% -8.7% ✅ 681 -66 -8.8% 0.14% $268K 2026-02-05 $387.82
2025 Q3 REDUCED 13.1% +0.8% ❌ 747 -113 -13.1% 0.17% $296K 2025-10-23 $392.43
2025 Q2 REDUCED 13.8% +10.4% ❌ 860 -138 -13.8% 0.17% $312K 2025-07-22 $374.12
2025 Q1 REDUCED 50.0% +11.5% ❌ 998 -998 -50.0% 0.19% $325K 2025-04-25 $323.46
2024 Q4 ADDED — — — 1,996 +998 +100.0% 0.35% $714K 2025-02-10 $375.72
2024 Q3 INITIATED — — — 998 — — 0.20% $340K 2024-11-08 $359.85

🏢 Other funds also holding VCR

As of 2026 Q1 — sorted by position size

Merrithew & Thorsten Inc 6.52% Adaptive Financial Consulting, LLC 3Y 5.18% SOUTHERN CAPITAL SERVICES INC /ADV 5.04% Bonfire Financial 4.34% Richmond Brothers, Inc. 3Y 4.01% Junk Investment Group, LLC 3.92% Beacon Capital Management, Inc. 3Y 7Y 3.76% TRUST CO OF OKLAHOMA 3Y 7Y 3.38% Financial Freedom, LLC 3Y 3.27% Altura Wealth Advisors Inc. 3Y 2.8%

FAQ About Yardley Wealth Management LLC and VCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yardley Wealth Management LLC reported owning VCR?

Yardley Wealth Management LLC reported VCR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VCR position in Yardley Wealth Management LLC's portfolio?

The largest reported portfolio weight for VCR was 0.35% in 2024 Q4.

What is the latest reported VCR position on this page?

The most recent filing on this page is 2026 Q1, when Yardley Wealth Management LLC reported 681 shares, equal to 0.13% of portfolio, with an estimated market value of $244K.

What does the chart on this VCR ownership page compare?

The chart compares Yardley Wealth Management LLC's quarterly VCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Yardley Wealth Management LLC time their VCR position?

Based on 13F filing dates vs. subsequent VCR price moves, Yardley Wealth Management LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on VCR relative to SPY over the holding period was -6.0%.

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