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

Legacy Trust’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 		$861K Sell
1,253
-55
-4% -$36.7K 0.15% 100
2026
Q1 		$782K Sell
1,308
-10
-0.8% -$6.25K 0.15% 102
2025
Q4 		$827K Buy
1,318
+271
+26% +$168K 0.15% 101
2025
Q3 		$641K Buy
+1,047
New +$617K 0.13% 111

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 Trust's VOO Position: Q2 2026 in Review

Legacy Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q2 2026, selling an estimated $36.7K and leaving 1,253 shares worth $861K. The position accounts for 0.15% of the portfolio, ranked #100.

Legacy Trust first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Trust held 1,253 shares of Vanguard S&P 500 ETF worth $861K as of Q2 2026.
  • Legacy Trust sold 55 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard S&P 500 ETF made up 0.15% of Legacy Trust's portfolio in Q2 2026, its #100 holding.
  • Legacy Trust first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.