LWMI
VOO icon

Legacy Wealth Management (Idaho)’s Vanguard S&P 500 ETF VOO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$478K Buy
696
+377
+118% +$251K 0.2% 114
2026
Q1 		$191K Buy
319
+230
+258% +$144K 0.09% 123
2025
Q4 		$55.8K Hold
89
– – 0.03% 203
2025
Q3 		$54.5K Sell
89
-7
-7% -$4.13K 0.02% 167
2025
Q2 		$54.5K Buy
96
+1
+1% +$526 0.03% 150
2025
Q1 		$48.8K Sell
95
-31
-25% -$16.8K 0.03% 139
2024
Q4 		$69.6K Sell
126
-20
-14% -$10.8K 0.04% 105
2024
Q3 		$80.2K Buy
+146
New +$74.2K 0.05% 93

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 Wealth Management (Idaho)'s VOO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard S&P 500 ETF (VOO) stake by 118% in Q2 2026, buying an estimated $251K and bringing the position to 696 shares worth $478K. The position accounts for 0.2% of the portfolio, ranked #114.

Legacy Wealth Management (Idaho) first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 696 shares of Vanguard S&P 500 ETF worth $478K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 377 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $251K.
  • Vanguard S&P 500 ETF made up 0.2% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #114 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.