Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard S&P 500 ETF VOO Stock Holding History

Legacy Financial Group (Iowa)’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 		$4.23M Sell
6,165
-242
-4% -$161K 0.48% 45
2026
Q1 		$3.83M Sell
6,407
-628
-9% -$393K 0.48% 44
2025
Q4 		$4.44M Buy
7,035
+220
+3% +$137K 0.55% 40
2025
Q3 		$4.17M Sell
6,815
-28,150
-81% -$16.6M 0.55% 39
2025
Q2 		$19.9M Sell
34,965
-27,582
-44% -$14.5M 2.77% 12
2025
Q1 		$32.1M Sell
62,547
-5,332
-8% -$2.88M 4.94% 5
2024
Q4 		$36.6M Sell
67,879
-1,851
-3% -$1M 5.92% 4
2024
Q3 		$36.8M Sell
69,730
-4,480
-6% -$2.28M 7.08% 3
2024
Q2 		$37.1M Sell
74,210
-10,530
-12% -$5.07M 7.3% 3
2024
Q1 		$40.7M Buy
84,740
+79,158
+1,418% +$36.2M 8.25% 3
2023
Q4 		$2.44M Sell
5,582
-84,176
-94% -$34.5M 11.06% 3
2023
Q3 		$35.2M Buy
89,758
+20,170
+29% +$8.25M 8.29% 3
2023
Q2 		$28.3M Buy
69,588
+24,063
+53% +$9.28M 7.3% 3
2023
Q1 		$17.1M Buy
45,525
+27,137
+148% +$9.95M 4.69% 5
2022
Q4 		$6.46M Buy
+18,388
New +$6.5M 1.94% 17

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 Group (Iowa)'s VOO Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, selling an estimated $161K and leaving 6,165 shares worth $4.23M. The position accounts for 0.48% of the portfolio, ranked #45.

Legacy Financial Group (Iowa) first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.7M in Q1 2024. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Financial Group (Iowa) held 6,165 shares of Vanguard S&P 500 ETF worth $4.23M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 242 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $161K.
  • Vanguard S&P 500 ETF made up 0.48% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #45 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard S&P 500 ETF position peaked at $40.7M in Q1 2024.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.