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Vanguard S&p 500 Etf idx shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 523 436.70
2023-09-30 $203k 518 392.70
2023-06-30 $211k 518 407.28

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx