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Family Legacy Financial Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Family Legacy Financial Solutions’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 		$161K Buy
+234
New +$156K 0.1% 54
2025
Q4 		– Sell
-233
Closed -$143K – 228
2025
Q3 		$143K Hold
233
– – 0.11% 60
2025
Q2 		$132K Buy
+233
New +$122K 0.11% 60

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Family Legacy Financial Solutions's VOO Position: Q2 2026 in Review

Family Legacy Financial Solutions opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 234 shares worth $161K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in VOO as recently as Q3 2025.

Family Legacy Financial Solutions first reported a position in VOO in Q2 2025 and has held it in 3 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Family Legacy Financial Solutions held 234 shares of Vanguard S&P 500 ETF worth $161K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Family Legacy Financial Solutions position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.1% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #54 holding.
  • Family Legacy Financial Solutions first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.