LFA
VOO icon

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

Legacy Financial 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 		$565K Sell
822
-4
-0.5% -$2.67K 0.07% 226
2026
Q1 		$494K Sell
826
-6
-0.7% -$3.75K 0.07% 241
2025
Q4 		$522K Sell
832
-7
-0.8% -$4.35K 0.07% 214
2025
Q3 		$514K Buy
839
+66
+9% +$38.9K 0.07% 230
2025
Q2 		$439K Buy
773
+7
+0.9% +$3.68K 0.07% 217
2025
Q1 		$394K Sell
766
-14
-2% -$7.57K 0.07% 241
2024
Q4 		$420K Buy
+780
New +$422K 0.07% 219
2019
Q2 		– Sell
-226
Closed -$59K – 883
2019
Q1 		$59K Hold
226
– – 0.02% 252
2018
Q4 		$52K Hold
226
– – 0.02% 237
2018
Q3 		$60K Hold
226
– – 0.02% 230
2018
Q2 		$58K Hold
226
– – 0.02% 225
2018
Q1 		$55K Buy
226
+132
+140% +$33.1K 0.02% 234
2017
Q4 		$23K Buy
+94
New +$22.5K 0.01% 347

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Legacy Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.48% in Q2 2026, selling an estimated $2.67K and leaving 822 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #226.

Legacy Financial Advisors first reported a position in VOO in Q4 2017 and has held it in 13 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Financial Advisors held 822 shares of Vanguard S&P 500 ETF worth $565K as of Q2 2026.
  • Legacy Financial Advisors sold 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard S&P 500 ETF made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • Legacy Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 13 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.