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

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

Historical chart of Legacy Wealth Managment 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 Managment 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 Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $55k 89 612.38
2025-06-30 $55k 96 568.03
2025-03-31 $49k 95 513.92
2024-12-31 $70k 126 552.21
2024-09-30 $80k 146 549.03

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx