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Legacy Investment Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$54.5K Buy
+96
New +$50.5K 0.03% 150
2024
Q4 		$69.6K Sell
126
-20
-14% -$10.8K 0.04% 105
2024
Q3 		$80.2K Buy
+146
New +$74.2K 0.05% 93

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Legacy Investment Solutions's VOO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2025: 96 shares worth $54.5K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VOO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VOO in Q3 2024 and has held it in 3 quarters since. The position peaked at $80.2K in Q3 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Legacy Investment Solutions held 96 shares of Vanguard S&P 500 ETF worth $54.5K as of Q2 2025.
  • Vanguard S&P 500 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard S&P 500 ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #150 holding.
  • Legacy Investment Solutions first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard S&P 500 ETF position peaked at $80.2K in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.