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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
Q3 		$881K Buy
1,268
+15
+1% +$10.5K 0.15% 105
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Legacy Trust's VOO Position: Q3 2026 in Review

Legacy Trust increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q3 2026, buying an estimated $10.5K and bringing the position to 1,268 shares worth $881K. The position accounts for 0.15% of the portfolio, ranked #105.

Legacy Trust first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Legacy Trust held 1,268 shares of Vanguard S&P 500 ETF worth $881K as of Q3 2026.
  • Legacy Trust bought 15 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard S&P 500 ETF made up 0.15% of Legacy Trust's portfolio in Q3 2026, its #105 holding.
  • Legacy Trust first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.