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 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

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 $424B AUM 22.94% 1-Year Est. Return

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

Legacy Financial Advisors's VOO Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.72% in Q1 2026, selling an estimated $3.75K and leaving 826 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #241.

Legacy Financial Advisors first reported a position in VOO in Q4 2017 and has held it in 12 quarters since. The position peaked at $522K in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Legacy Financial Advisors held 826 shares of Vanguard S&P 500 ETF worth $494K as of Q1 2026.
Legacy Financial Advisors sold 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
Vanguard S&P 500 ETF made up 0.07% of Legacy Financial Advisors's portfolio in Q1 2026, its #241 holding.
Legacy Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 12 quarters since.
Legacy Financial Advisors's Vanguard S&P 500 ETF position peaked at $522K in Q4 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.