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Trinity Legacy Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Trinity Legacy Partners’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 		$584K Sell
847
-21
-2% -$14K 0.12% 77
2026
Q1 		$554K Buy
868
+3
+0.3% +$1.88K 0.12% 81
2025
Q4 		$543K Buy
865
+2
+0.2% +$1.24K 0.12% 80
2025
Q3 		$541K Buy
863
+111
+15% +$65.4K 0.12% 78
2025
Q2 		$431K Buy
752
+5
+0.7% +$2.63K 0.1% 80
2025
Q1 		$403K Buy
747
+87
+13% +$47K 0.1% 78
2024
Q4 		$355K Buy
660
+2
+0.3% +$1.08K 0.09% 83
2024
Q3 		$353K Sell
658
-59
-8% -$30K 0.09% 82
2024
Q2 		$358K Sell
717
-289
-29% -$139K 0.1% 79
2024
Q1 		$483K Sell
1,006
-765
-43% -$350K 0.14% 73
2023
Q4 		$774K Sell
1,771
-59
-3% -$24.2K 0.24% 69
2023
Q3 		$719K Buy
1,830
+1,271
+227% +$520K 0.25% 69
2023
Q2 		$228K Sell
559
-560
-50% -$216K 0.08% 76
2023
Q1 		$421K Sell
1,119
-571
-34% -$209K 0.16% 61
2022
Q4 		$594K Buy
+1,690
New +$597K 0.24% 52
2022
Q3 		– Sell
-2,373
Closed -$838K – 97
2022
Q2 		$838K Sell
2,373
-635
-21% -$239K 0.33% 53
2022
Q1 		$1.25M Sell
3,008
-32
-1% -$13.1K 0.42% 47
2021
Q4 		$1.33M Sell
3,040
-175
-5% -$73.9K 0.45% 48
2021
Q3 		$1.27M Sell
3,215
-916
-22% -$372K 0.46% 47
2021
Q2 		$1.65M Sell
4,131
-890
-18% -$342K 0.61% 43
2021
Q1 		$1.93M Sell
5,021
-791
-14% -$281K 0.77% 34
2020
Q4 		$2M Buy
5,812
+33
+0.6% +$10.8K 0.91% 34
2020
Q3 		$1.86M Buy
5,779
+50
+0.9% +$15.2K 0.9% 31
2020
Q2 		$1.67M Sell
5,729
-709
-11% -$191K 0.86% 30
2020
Q1 		$1.49M Sell
6,438
-660
-9% -$185K 1.05% 27
2019
Q4 		$2.13M Buy
7,098
+4,025
+131% +$1.14M 1% 26
2019
Q3 		$835K Buy
+3,073
New +$834K 0.41% 34

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

Trinity Legacy Partners's VOO Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, selling an estimated $14K and leaving 847 shares worth $584K. The position accounts for 0.12% of the portfolio, ranked #77.

Trinity Legacy Partners first reported a position in VOO in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q4 2019. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Trinity Legacy Partners held 847 shares of Vanguard S&P 500 ETF worth $584K as of Q2 2026.
  • Trinity Legacy Partners sold 21 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14K.
  • Vanguard S&P 500 ETF made up 0.12% of Trinity Legacy Partners's portfolio in Q2 2026, its #77 holding.
  • Trinity Legacy Partners first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • Trinity Legacy Partners's Vanguard S&P 500 ETF position peaked at $2.13M in Q4 2019.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.