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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
Q3 		– Sell
-234
Closed -$161K – 66
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Family Legacy Financial Solutions's VOO Position: Q3 2026 in Review

Family Legacy Financial Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q3 2026, closing a stake of 234 shares — an estimated $161K sold.

Family Legacy Financial Solutions first reported a position in VOO in Q2 2025 and held it in 3 quarters. The position peaked at $161K in Q2 2026. 755 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Family Legacy Financial Solutions reported no remaining Vanguard S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 234 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $161K.
  • Family Legacy Financial Solutions first reported a position in Vanguard S&P 500 ETF in Q2 2025 and held it in 3 quarters.
  • Family Legacy Financial Solutions's Vanguard S&P 500 ETF position peaked at $161K in Q2 2026.
  • 755 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.