Legacy Capital Group California’s Vanguard S&P 500 ETF VOO Stock Holding History

Legacy Capital Group California’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	$454K	Buy	661 +132	+25%	+$88K	0.14%	214
2026 Q1	$316K	Sell	529 -98	-16%	-$61.3K	0.12%	233
2025 Q4	$394K	Hold	627	–	–	0.1%	250
2025 Q3	$384K	Buy	627 +10	+2%	+$5.89K	0.1%	248
2025 Q2	$351K	Buy	617 +75	+14%	+$39.4K	0.1%	239
2025 Q1	$279K	Hold	542	–	–	0.1%	241
2024 Q4	$292K	Buy	542 +10	+2%	+$5.42K	0.09%	249
2024 Q3	$281K	Hold	532	–	–	0.09%	245
2024 Q2	$266K	Buy	532 +7	+1%	+$3.37K	0.1%	249
2024 Q1	$253K	Buy	525 +2	+0.4%	+$915	0.09%	255
2023 Q4	$228K	Buy	523 +5	+1%	+$2.05K	0.09%	256
2023 Q3	$203K	Hold	518	–	–	0.09%	261
2023 Q2	$211K	Buy	+518	New	+$200K	0.09%	253

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Legacy Capital Group California's VOO Position: Q2 2026 in Review

Legacy Capital Group California increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, buying an estimated $88K and bringing the position to 661 shares worth $454K. The position accounts for 0.14% of the portfolio, ranked #214.

Legacy Capital Group California first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Legacy Capital Group California held 661 shares of Vanguard S&P 500 ETF worth $454K as of Q2 2026.
Legacy Capital Group California bought 132 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $88K.
Vanguard S&P 500 ETF made up 0.14% of Legacy Capital Group California's portfolio in Q2 2026, its #214 holding.
Legacy Capital Group California first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.