Legacy Wealth Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Legacy Wealth Asset Management’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	$748K	Sell	1,089 -10	-0.9%	-$6.67K	0.16%	190
2026 Q1	$657K	Buy	1,099 +3	+0.3%	+$1.88K	0.16%	217
2025 Q4	$688K	Buy	1,096 +33	+3%	+$20.5K	0.17%	189
2025 Q3	$651K	Hold	1,063	–	–	0.16%	207
2025 Q2	$604K	Hold	1,063	–	–	0.15%	209
2025 Q1	$546K	Buy	1,063 +6	+0.6%	+$3.24K	0.15%	225
2024 Q4	$570K	Hold	1,057	–	–	0.16%	213
2024 Q3	$558K	Buy	1,057 +8	+0.8%	+$4.07K	0.15%	220
2024 Q2	$525K	Buy	1,049 +5	+0.5%	+$2.41K	0.15%	220
2024 Q1	$502K	Buy	1,044 +419	+67%	+$192K	0.14%	231
2023 Q4	$273K	Hold	625	–	–	0.09%	304
2023 Q3	$245K	Hold	625	–	–	0.09%	301
2023 Q2	$255K	Hold	625	–	–	0.09%	307
2023 Q1	$235K	Hold	625	–	–	0.08%	313
2022 Q4	$220K	Hold	625	–	–	0.08%	315
2022 Q3	$205K	Hold	625	–	–	0.09%	307
2022 Q2	$217K	Hold	625	–	–	0.09%	286
2022 Q1	$259K	Hold	625	–	–	0.09%	264
2021 Q4	$273K	Hold	625	–	–	0.09%	273
2021 Q3	$247K	Hold	625	–	–	0.11%	262
2021 Q2	$246K	Hold	625	–	–	0.11%	271
2021 Q1	$228K	Hold	625	–	–	0.11%	272
2020 Q4	$215K	Buy	+625	New	+$204K	0.11%	271

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Legacy Wealth Asset Management's VOO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.91% in Q2 2026, selling an estimated $6.67K and leaving 1,089 shares worth $748K. The position accounts for 0.16% of the portfolio, ranked #190.

Legacy Wealth Asset Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Legacy Wealth Asset Management held 1,089 shares of Vanguard S&P 500 ETF worth $748K as of Q2 2026.
Legacy Wealth Asset Management sold 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
Vanguard S&P 500 ETF made up 0.16% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #190 holding.
Legacy Wealth Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.