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

Legacy 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 		$75.5M Buy
109,960
+59,600
+118% +$39.7M 7.05% 2
2026
Q1 		$30.1M Buy
50,360
+27,048
+116% +$16.9M 3.55% 7
2025
Q4 		$14.6M Buy
23,312
+5,927
+34% +$3.68M 1.57% 15
2025
Q3 		$10.7M Buy
17,385
+4,489
+35% +$2.65M 1.32% 17
2025
Q2 		$22.6K Sell
12,896
-10,868
-46% -$5.71M 0.36% 18
2025
Q1 		$12.2M Buy
23,764
+2,083
+10% +$1.13M 1.26% 16
2024
Q4 		$11.7M Buy
21,681
+1,470
+7% +$796K 1.13% 17
2024
Q3 		$10.7M Sell
20,211
-390
-2% -$198K 1.16% 16
2024
Q2 		$10.3M Buy
20,601
+208
+1% +$100K 1.26% 15
2024
Q1 		$9.8M Buy
20,393
+675
+3% +$309K 1.24% 16
2023
Q4 		$8.61M Buy
19,718
+1,802
+10% +$738K 1.11% 17
2023
Q3 		$7.06M Buy
17,916
+208
+1% +$85K 1.14% 17
2023
Q2 		$7.21M Sell
17,708
-1,628
-8% -$628K 1.07% 14
2023
Q1 		$7.27M Buy
19,336
+1,828
+10% +$670K 1.34% 12
2022
Q4 		$6.15M Sell
17,508
-991
-5% -$350K 1.13% 12
2022
Q3 		$6.1M Sell
18,499
-2,716
-13% -$992K 1.35% 9
2022
Q2 		$7.39M Hold
21,215
– – 1.55% 7
2022
Q1 		$8.81M Sell
21,215
-1,694
-7% -$693K 1.71% 7
2021
Q4 		$10M Sell
22,909
-1,535
-6% -$648K 3.67% 6
2021
Q3 		$9.67M Sell
24,444
-1,427
-6% -$579K 3.87% 6
2021
Q2 		$10.2M Buy
25,871
+6,703
+35% +$2.57M 4.13% 5
2021
Q1 		$6.98M Buy
19,168
+7,186
+60% +$2.55M 3.08% 7
2020
Q4 		$4.12M Sell
11,982
-183
-2% -$59.7K 2.34% 8
2020
Q3 		$3.74M Buy
12,165
+378
+3% +$115K 2.47% 8
2020
Q2 		$3.36M Hold
11,787
– – 2.67% 8
2020
Q1 		$2.79M Sell
11,787
-1,609
-12% -$451K 2.79% 9
2019
Q4 		$3.96M Hold
13,396
– – 2.51% 9
2019
Q3 		$3.67M Sell
13,396
-4,256
-24% -$1.16M 2.74% 8
2019
Q2 		$4.78M Sell
17,652
-17,652
-50% -$4.67M 3.23% 5
2019
Q1 		$9.16M Buy
35,304
+17,652
+100% +$4.41M 2.97% 6
2018
Q4 		$4.06M Buy
17,652
+65
+0.4% +$16.1K 3.08% 7
2018
Q3 		$4.72M Hold
17,587
– – 2.32% 6
2018
Q2 		$4.41M Hold
17,587
– – 3.29% 7
2018
Q1 		$4.28M Hold
17,587
– – 3.16% 9
2017
Q4 		$4.31M Buy
17,587
+4,325
+33% +$1.03M 4.2% 6
2017
Q3 		$3.06M Buy
13,262
+5,167
+64% +$1.17M 3.41% 9
2017
Q2 		$1.8M Hold
8,095
– – 2.29% 8
2017
Q1 		$1.75M Hold
8,095
– – 2.37% 8
2016
Q4 		$1.66M Buy
+8,095
New +$1.62M 2.27% 7

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

Legacy Advisors's VOO Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 118% in Q2 2026, buying an estimated $39.7M and bringing the position to 109,960 shares worth $75.5M. The position accounts for 7.05% of the portfolio, ranked #2.

Legacy Advisors first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Advisors held 109,960 shares of Vanguard S&P 500 ETF worth $75.5M as of Q2 2026.
  • Legacy Advisors bought 59,600 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $39.7M.
  • Vanguard S&P 500 ETF made up 7.05% of Legacy Advisors's portfolio in Q2 2026, its #2 holding.
  • Legacy Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.