Legacy Financial Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Legacy Financial Group LLC

$591 Million
Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 34,965 shares of VOO stock, worth $21.6 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares

34,965

Previous 62,547 44.1%

Holding current value

$21.6 Million

Previous $32 Million 37.88%

% of portfolio

3.36%

Previous 5.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$456.74 - $568.03 $12.6 Million - $15.7 Million	-27,582 Reduced 44.1%	34,965 $19.9 Million
Q1 2025 Apr 09, 2025	SELL	$507.05 - $563.67 $2.7 Million - $3.01 Million	-5,332 Reduced 7.86%	62,547 $32 Million
Q4 2024 Jan 21, 2025	SELL	$521.84 - $558.82 $965,925 - $1.03 Million	-1,851 Reduced 2.65%	67,879 $36.6 Million
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $2.13 Million - $2.36 Million	-4,480 Reduced 6.04%	69,730 $36.8 Billion
Q2 2024 Jul 17, 2024	SELL	$455.1 - $504.28 $4.79 Million - $5.31 Million	-10,530 Reduced 12.43%	74,210 $37.1 Billion

Q1 2024 Apr 10, 2024	BUY	$429.43 - $481.35 $34 Million - $38.1 Million	79,158 Added 1418.09%	84,740 $40.7 Billion
Q4 2023 Jan 22, 2024	SELL	$377.32 - $438.19 $31.8 Million - $36.9 Million	-84,176 Reduced 93.78%	5,582 $2.44 Billion
Q3 2023 Oct 24, 2023	BUY	$392.7 - $420.68 $7.92 Million - $8.49 Million	20,170 Added 28.98%	89,758 $35.2 Million
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $8.94 Million - $9.8 Million	24,063 Added 52.86%	69,588 $28.3 Million
Q1 2023 Apr 21, 2023	BUY	$348.66 - $382.94 $9.46 Million - $10.4 Million	27,137 Added 147.58%	45,525 $17.1 Million
Q4 2022 Jan 26, 2023	BUY	$327.64 - $374.54 $6.02 Million - $6.89 Million	18,388 New	18,388 $0

Others Institutions Holding VOO

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

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About VANGUARD INDEX FDS S&P 500 ETF

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Legacy Financial Group LLC Vanguard Index Fds S&P 500 ETF Transaction History