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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
Q3 		$762K Sell
1,087
-2
-0.2% -$1.4K 0.17% 173
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Legacy Wealth Asset Management's VOO Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.18% in Q3 2026, selling an estimated $1.4K and leaving 1,087 shares worth $762K. The position accounts for 0.17% of the portfolio, ranked #173.

Legacy Wealth Asset Management first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. 565 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Legacy Wealth Asset Management held 1,087 shares of Vanguard S&P 500 ETF worth $762K as of Q3 2026.
  • Legacy Wealth Asset Management sold 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard S&P 500 ETF made up 0.17% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #173 holding.
  • Legacy Wealth Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 565 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.