Legacy Private Trust’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.4M | Buy |
19,518
+426
| +2% | +$284K | 0.74% | 22 |
|
|
2026
Q1 | $11.4M | Sell |
19,092
-53
| -0.3% | -$33.1K | 0.7% | 27 |
|
|
2025
Q4 | $12M | Buy |
19,145
+723
| +4% | +$449K | 0.7% | 26 |
|
|
2025
Q3 | $11.3M | Sell |
18,422
-261
| -1% | -$154K | 0.67% | 29 |
|
|
2025
Q2 | $10.6M | Sell |
18,683
-1,774
| -9% | -$932K | 0.69% | 30 |
|
|
2025
Q1 | $10.5M | Buy |
20,457
+298
| +1% | +$161K | 0.72% | 30 |
|
|
2024
Q4 | $10.9M | Buy |
20,159
+794
| +4% | +$430K | 0.71% | 31 |
|
|
2024
Q3 | $10.2M | Buy |
19,365
+824
| +4% | +$419K | 0.69% | 31 |
|
|
2024
Q2 | $9.27M | Buy |
18,541
+786
| +4% | +$378K | 0.66% | 34 |
|
|
2024
Q1 | $8.53M | Sell |
17,755
-633
| -3% | -$290K | 0.62% | 37 |
|
|
2023
Q4 | $8.03M | Sell |
18,388
-1,392
| -7% | -$570K | 0.64% | 39 |
|
|
2023
Q3 | $7.77M | Buy |
19,780
+1,456
| +8% | +$595K | 0.67% | 35 |
|
|
2023
Q2 | $7.46M | Buy |
18,324
+2,675
| +17% | +$1.03M | 0.62% | 39 |
|
|
2023
Q1 | $5.89M | Sell |
15,649
-894
| -5% | -$328K | 0.5% | 59 |
|
|
2022
Q4 | $5.81M | Buy |
16,543
+1,619
| +11% | +$572K | 0.53% | 54 |
|
|
2022
Q3 | $4.9M | Buy |
14,924
+2,137
| +17% | +$781K | 0.47% | 60 |
|
|
2022
Q2 | $4.44M | Buy |
12,787
+149
| +1% | +$56.1K | 0.4% | 70 |
|
|
2022
Q1 | $5.25M | Buy |
12,638
+3,032
| +32% | +$1.24M | 0.41% | 67 |
|
|
2021
Q4 | $4.19M | Sell |
9,606
-46
| -0.5% | -$19.4K | 0.31% | 78 |
|
|
2021
Q3 | $3.81M | Sell |
9,652
-1,798
| -16% | -$729K | 0.31% | 83 |
|
|
2021
Q2 | $4.51M | Sell |
11,450
-69
| -0.6% | -$26.5K | 0.38% | 74 |
|
|
2021
Q1 | $4.2M | Sell |
11,519
-101
| -0.9% | -$35.8K | 0.38% | 75 |
|
|
2020
Q4 | $3.99M | Buy |
11,620
+557
| +5% | +$182K | 0.38% | 70 |
|
|
2020
Q3 | $3.4M | Buy |
11,063
+840
| +8% | +$256K | 0.35% | 70 |
|
|
2020
Q2 | $2.9M | Buy |
10,223
+3,456
| +51% | +$930K | 0.32% | 84 |
|
|
2020
Q1 | $1.6M | Buy |
6,767
+3,001
| +80% | +$841K | 0.21% | 91 |
|
|
2019
Q4 | $1.11M | Buy |
3,766
+1,045
| +38% | +$296K | 0.12% | 133 |
|
|
2019
Q3 | $742K | Buy |
2,721
+716
| +36% | +$194K | 0.08% | 150 |
|
|
2019
Q2 | $540K | Sell |
2,005
-1,837
| -48% | -$486K | 0.06% | 169 |
|
|
2019
Q1 | $997K | Sell |
3,842
-151,479
| -98% | -$37.8M | 0.12% | 134 |
|
|
2018
Q4 | $35.7M | Buy |
155,321
+81,069
| +109% | +$20.1M | 4.61% | 2 |
|
|
2018
Q3 | $19.8M | Buy |
74,252
+24,698
| +50% | +$6.46M | 2.24% | 9 |
|
|
2018
Q2 | $12.4M | Buy |
49,554
+40,194
| +429% | +$9.98M | 1.47% | 17 |
|
|
2018
Q1 | $2.27M | Buy |
+9,360
| New | +$2.35M | 0.26% | 86 |
|
Other funds holding VOO
AA
Legacy Private Trust's VOO Position: Q2 2026 in Review
Legacy Private Trust increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, buying an estimated $284K and bringing the position to 19,518 shares worth $13.4M. The position accounts for 0.74% of the portfolio, ranked #22.
Legacy Private Trust first reported a position in VOO in Q1 2018 and has held it in 34 quarters since. The position peaked at $35.7M in Q4 2018. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Legacy Private Trust held 19,518 shares of Vanguard S&P 500 ETF worth $13.4M as of Q2 2026.
- Legacy Private Trust bought 426 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $284K.
- Vanguard S&P 500 ETF made up 0.74% of Legacy Private Trust's portfolio in Q2 2026, its #22 holding.
- Legacy Private Trust first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- Legacy Private Trust's Vanguard S&P 500 ETF position peaked at $35.7M in Q4 2018.
- 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.