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

Legacy Financial Group (Oklahoma)’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	$478K	Buy	696 +19	+3%	+$12.7K	0.11%	55
2026 Q1	$404K	Sell	677 -2	-0.3%	-$1.25K	0.11%	59
2025 Q4	$426K	Buy	679 +127	+23%	+$78.9K	0.11%	57
2025 Q3	$338K	Sell	552 -31	-5%	-$18.3K	0.09%	63
2025 Q2	$331K	Buy	583 +45	+8%	+$23.6K	0.1%	59
2025 Q1	$277K	Buy	538 +85	+19%	+$45.9K	0.09%	67
2024 Q4	$244K	Sell	453 -133	-23%	-$72K	0.08%	73
2024 Q3	$306K	Buy	586 +183	+45%	+$93K	0.1%	61
2024 Q2	$202K	Buy	+403	New	+$194K	0.08%	72

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

Legacy Financial Group (Oklahoma) increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 696 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #55.

Legacy Financial Group (Oklahoma) first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Legacy Financial Group (Oklahoma) held 696 shares of Vanguard S&P 500 ETF worth $478K as of Q2 2026.
Legacy Financial Group (Oklahoma) bought 19 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12.7K.
Vanguard S&P 500 ETF made up 0.11% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #55 holding.
Legacy Financial Group (Oklahoma) first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.