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 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

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 $374B AUM 17.66% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma)'s VOO Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q1 2026, selling an estimated $1.25K and leaving 677 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #59.

Legacy Financial Group (Oklahoma) first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $426K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Legacy Financial Group (Oklahoma) held 677 shares of Vanguard S&P 500 ETF worth $404K as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
Vanguard S&P 500 ETF made up 0.11% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #59 holding.
Legacy Financial Group (Oklahoma) first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Financial Group (Oklahoma)'s Vanguard S&P 500 ETF position peaked at $426K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.