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

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

Historical chart of Legacy Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $280k 447 626.95
2024-09-30 $357k 677 527.36

More positions owned by Legacy Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr 1000 Index Etf (SCHK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Legacy Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Canerector
Jpmorgan Chase & Co
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
Rockefeller Capital Management
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx