LFA
VOO icon

Legend Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-3
Closed -$1.62K – 243
2024
Q4 		$1.62K Buy
+3
New +$1.63K ﹤0.01% 204
2024
Q3 		– Sell
-3
Closed -$1.5K – 274
2024
Q2 		$1.5K Buy
+3
New +$1.44K ﹤0.01% 238
2023
Q2 		– Sell
-180
Closed -$67.7K – 235
2023
Q1 		$67.7K Hold
180
– – 0.06% 55
2022
Q4 		$63.2K Hold
180
– – 0.06% 64
2022
Q3 		$59.1K Buy
+180
New +$65.7K 0.06% 57

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Legend Financial Advisors's VOO Position: Q1 2025 in Review

Legend Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 3 shares — an estimated $1.62K sold.

Legend Financial Advisors first reported a position in VOO in Q3 2022 and held it in 5 quarters. The position peaked at $67.7K in Q1 2023. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Legend Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 3 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $1.62K.
  • Legend Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and held it in 5 quarters.
  • Legend Financial Advisors's Vanguard S&P 500 ETF position peaked at $67.7K in Q1 2023.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.