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

Legacy Wealth Management (Mississippi)’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 		$1.13M Hold
1,641
– – 0.29% 45
2026
Q1 		$981K Hold
1,641
– – 0.28% 48
2025
Q4 		$1.03M Buy
1,641
+91
+6% +$56.6K 0.27% 46
2025
Q3 		$949K Sell
1,550
-91
-6% -$53.6K 0.29% 45
2025
Q2 		$932K Hold
1,641
– – 0.28% 49
2025
Q1 		$843K Sell
1,641
-2,350
-59% -$1.27M 0.28% 51
2024
Q4 		$2.15M Hold
3,991
– – 0.85% 28
2024
Q3 		$2.11M Buy
3,991
+91
+2% +$46.3K 0.77% 34
2024
Q2 		$1.95M Hold
3,900
– – 0.82% 34
2024
Q1 		$1.87M Hold
3,900
– – 0.85% 32
2023
Q4 		$1.7M Hold
3,900
– – 0.82% 35
2023
Q3 		$1.53M Hold
3,900
– – 0.8% 35
2023
Q2 		$1.59M Hold
3,900
– – 0.8% 37
2023
Q1 		$1.47M Sell
3,900
-933
-19% -$342K 0.81% 35
2022
Q4 		$1.7M Sell
4,833
-2,427
-33% -$857K 1.01% 29
2022
Q3 		$2.38M Buy
7,260
+3,200
+79% +$1.17M 1.61% 16
2022
Q2 		$1.41M Hold
4,060
– – 0.86% 38
2022
Q1 		$1.69M Sell
4,060
-1,515
-27% -$620K 0.88% 34
2021
Q4 		$2.43M Sell
5,575
-4,585
-45% -$1.94M 1.25% 22
2021
Q3 		$4.01M Hold
10,160
– – 2.14% 6
2021
Q2 		$4M Sell
10,160
-65
-0.6% -$25K 2.22% 5
2021
Q1 		$3.72M Sell
10,225
-202
-2% -$71.6K 2.26% 5
2020
Q4 		$3.58M Sell
10,427
-23
-0.2% -$7.5K 2.27% 5
2020
Q3 		$3.21M Hold
10,450
– – 2.22% 5
2020
Q2 		$2.96M Hold
10,450
– – 2.26% 5
2020
Q1 		$2.47M Hold
10,450
– – 2.31% 6
2019
Q4 		$3.09M Buy
+10,450
New +$2.96M 2.69% 5

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,641 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #45.

Legacy Wealth Management (Mississippi) first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.01M in Q3 2021. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 1,641 shares of Vanguard S&P 500 ETF worth $1.13M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.29% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #45 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Vanguard S&P 500 ETF position peaked at $4.01M in Q3 2021.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.