Legacy Capital Wealth Partners »

Vanguard S&p 500 Etf idx shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners 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 Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 12k 612.36
2025-06-30 $7.3M 13k 568.01
2025-03-31 $6.9M 14k 513.91
2024-12-31 $7.9M 15k 538.79
2024-09-30 $8.0M 15k 527.68
2024-06-30 $7.8M 16k 500.12
2023-09-30 $6.9M 18k 392.69
2023-03-31 $5.9M 16k 376.07