Legacy Capital Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Legacy Capital Wealth Partners’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	$7.21M	Sell	10,497 -654	-6%	-$436K	1.38%	12
2026 Q1	$6.66M	Sell	11,151 -342	-3%	-$214K	1.37%	13
2025 Q4	$7.21M	Sell	11,493 -457	-4%	-$284K	1.55%	10
2025 Q3	$7.32M	Sell	11,950 -936	-7%	-$552K	1.59%	11
2025 Q2	$7.32M	Sell	12,886 -599	-4%	-$315K	1.67%	10
2025 Q1	$6.93M	Sell	13,485 -1,126	-8%	-$609K	1.7%	11
2024 Q4	$7.87M	Sell	14,611 -458	-3%	-$248K	1.95%	9
2024 Q3	$7.95M	Sell	15,069 -601	-4%	-$305K	1.59%	11
2024 Q2	$7.84M	Buy	+15,670	New	+$7.54M	2%	10
2024 Q1	–	Sell	-16,553	Closed	-$7.23M	–	342
2023 Q4	$7.23M	Sell	16,553 -1,128	-6%	-$462K	2.05%	9
2023 Q3	$6.94M	Buy	+17,681	New	+$7.23M	1.91%	12
2023 Q2	–	Sell	-15,644	Closed	-$5.88M	–	240
2023 Q1	$5.88M	Buy	+15,644	New	+$5.74M	1.61%	18

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 Wealth Partners's VOO Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, selling an estimated $436K and leaving 10,497 shares worth $7.21M. The position accounts for 1.38% of the portfolio, ranked #12.

Legacy Capital Wealth Partners first reported a position in VOO in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.95M in Q3 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Legacy Capital Wealth Partners held 10,497 shares of Vanguard S&P 500 ETF worth $7.21M as of Q2 2026.
Legacy Capital Wealth Partners sold 654 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $436K.
Vanguard S&P 500 ETF made up 1.38% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #12 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Vanguard S&P 500 ETF position peaked at $7.95M in Q3 2024.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.