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

Legacy Edge 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 		$4.37M Sell
7,687
-84
-1% -$56K 0.58% 33
2026
Q1 		$4.64M Sell
7,771
-189
-2% -$118K 0.49% 41
2025
Q4 		$4.99M Buy
+7,960
New +$4.95M 0.55% 36

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Edge Advisors's VOO Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, selling an estimated $56K and leaving 7,687 shares worth $4.37M. The position accounts for 0.58% of the portfolio, ranked #33.

Legacy Edge Advisors first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.99M in Q4 2025. 2,960 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Edge Advisors held 7,687 shares of Vanguard S&P 500 ETF worth $4.37M as of Q2 2026.
  • Legacy Edge Advisors sold 84 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $56K.
  • Vanguard S&P 500 ETF made up 0.58% of Legacy Edge Advisors's portfolio in Q2 2026, its #33 holding.
  • Legacy Edge Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard S&P 500 ETF position peaked at $4.99M in Q4 2025.
  • 2,960 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.