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VOO icon

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

Legacy Financial Strategies’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 		$5.06M Sell
7,360
-650
-8% -$433K 0.78% 19
2026
Q1 		$4.79M Sell
8,010
-696
-8% -$435K 0.86% 18
2025
Q4 		$5.46M Sell
8,706
-89
-1% -$55.3K 0.97% 16
2025
Q3 		$5.39M Sell
8,795
-50
-0.6% -$29.5K 0.97% 14
2025
Q2 		$5.02M Buy
8,845
+11
+0.1% +$5.78K 0.99% 15
2025
Q1 		$4.54M Buy
8,834
+197
+2% +$106K 0.99% 15
2024
Q4 		$4.64M Buy
8,637
+370
+4% +$200K 1% 15
2024
Q3 		$4.36M Sell
8,267
-302
-4% -$154K 0.96% 17
2024
Q2 		$4.34M Buy
8,569
+819
+11% +$394K 1.04% 13
2024
Q1 		$3.73M Sell
7,750
-280
-3% -$128K 0.96% 13
2023
Q4 		$3.51M Buy
8,030
+1,245
+18% +$510K 1% 14
2023
Q3 		$2.73M Buy
6,785
+357
+6% +$146K 0.88% 19
2023
Q2 		$2.62M Buy
6,428
+1,210
+23% +$467K 0.88% 20
2023
Q1 		$1.96M Buy
5,218
+923
+21% +$338K 0.73% 34
2022
Q4 		$1.51M Buy
4,295
+255
+6% +$90.1K 0.62% 39
2022
Q3 		$1.33M Buy
4,040
+600
+17% +$219K 0.62% 37
2022
Q2 		$1.19M Buy
3,440
+285
+9% +$107K 0.59% 37
2022
Q1 		$1.31M Buy
+3,155
New +$1.29M 0.56% 40
2018
Q3 		– Sell
-2,619
Closed -$654K – 91
2018
Q2 		$654K Buy
2,619
+128
+5% +$31.8K 0.59% 22
2018
Q1 		$603K Buy
+2,491
New +$625K 0.59% 24

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 Strategies's VOO Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q2 2026, selling an estimated $433K and leaving 7,360 shares worth $5.06M. The position accounts for 0.78% of the portfolio, ranked #19.

Legacy Financial Strategies first reported a position in VOO in Q1 2018 and has held it in 20 quarters since. The position peaked at $5.46M in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Financial Strategies held 7,360 shares of Vanguard S&P 500 ETF worth $5.06M as of Q2 2026.
  • Legacy Financial Strategies sold 650 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $433K.
  • Vanguard S&P 500 ETF made up 0.78% of Legacy Financial Strategies's portfolio in Q2 2026, its #19 holding.
  • Legacy Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 20 quarters since.
  • Legacy Financial Strategies's Vanguard S&P 500 ETF position peaked at $5.46M in Q4 2025.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.