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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Legacy Capital Group California's VOO Position: Q1 2026 in Review

Legacy Capital Group California reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, selling an estimated $61.3K and leaving 529 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #233.

Legacy Capital Group California first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $394K in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Legacy Capital Group California held 529 shares of Vanguard S&P 500 ETF worth $316K as of Q1 2026.
Legacy Capital Group California sold 98 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $61.3K.
Vanguard S&P 500 ETF made up 0.12% of Legacy Capital Group California's portfolio in Q1 2026, its #233 holding.
Legacy Capital Group California first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Legacy Capital Group California's Vanguard S&P 500 ETF position peaked at $394K in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.