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

Legacy Bridge’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
Q1 		$857K Buy
1,434
+170
+13% +$106K 0.33% 94
2025
Q4 		$793K Hold
1,264
– – 0.32% 95
2025
Q3 		$774K Buy
1,264
+50
+4% +$29.5K 0.32% 91
2025
Q2 		$690K Buy
1,214
+17
+1% +$8.93K 0.33% 94
2025
Q1 		$615K Buy
1,197
+5
+0.4% +$2.7K 0.34% 95
2024
Q4 		$642K Hold
1,192
– – 0.33% 99
2024
Q3 		$629K Buy
1,192
+40
+3% +$20.3K 0.34% 98
2024
Q2 		$576K Hold
1,152
– – 0.34% 93
2024
Q1 		$554K Sell
1,152
-375
-25% -$172K 0.32% 93
2023
Q4 		$667K Hold
1,527
– – 0.43% 87
2023
Q3 		$600K Hold
1,527
– – 0.43% 89
2023
Q2 		$622K Buy
1,527
+65
+4% +$25.1K 0.42% 90
2023
Q1 		$550K Hold
1,462
– – 0.38% 97
2022
Q4 		$514K Hold
1,462
– – 0.37% 98
2022
Q3 		$480K Hold
1,462
– – 0.38% 96
2022
Q2 		$507K Hold
1,462
– – 0.37% 100
2022
Q1 		$607K Hold
1,462
– – 0.35% 105
2021
Q4 		$638K Hold
1,462
– – 0.33% 106
2021
Q3 		$577K Sell
1,462
-100
-6% -$40.6K 0.33% 105
2021
Q2 		$615K Hold
1,562
– – 0.35% 104
2021
Q1 		$569K Hold
1,562
– – 0.37% 96
2020
Q4 		$537K Buy
1,562
+70
+5% +$22.8K 0.39% 92
2020
Q3 		$459K Buy
1,492
+1,195
+402% +$364K 0.42% 84
2020
Q2 		$84K Hold
297
– – 0.09% 151
2020
Q1 		$70K Hold
297
– – 0.09% 154
2019
Q4 		$88K Hold
297
– – 0.07% 169
2019
Q3 		$81K Hold
297
– – 0.08% 165
2019
Q2 		$80K Hold
297
– – 0.08% 165
2019
Q1 		$77K Hold
297
– – 0.08% 164
2018
Q4 		$68K Buy
+297
New +$73.6K 0.08% 159

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Legacy Bridge's VOO Position: Q1 2026 in Review

Legacy Bridge increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 1,434 shares worth $857K. The position accounts for 0.33% of the portfolio, ranked #94.

Legacy Bridge first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Legacy Bridge held 1,434 shares of Vanguard S&P 500 ETF worth $857K as of Q1 2026.
  • Legacy Bridge bought 170 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $106K.
  • Vanguard S&P 500 ETF made up 0.33% of Legacy Bridge's portfolio in Q1 2026, its #94 holding.
  • Legacy Bridge first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.