Legacy Capital Wealth Partners, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1766228
As of 2026-06-30, Legacy Capital Wealth Partners, LLC reported 10.50K VOO (shares), valued at $7.21M, or 1.38% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 5.86%; reported value increased 8.20%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.38% | 10,497 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 1.37% | 11,151 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.55% | 11,493 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 1.59% | 11,950 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.67% | 12,886 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.70% | 13,485 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.95% | 14,611 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 1.59% | 15,069 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 2.00% | 15,670 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 2.05% | 16,553 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.05% | 16,553 | $7.23M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 2.00% | 15,670 | $7.84M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.59% | 15,069 | $7.95M | Shares decreased 3.84%; reported value increased 1.47%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 1.95% | 14,611 | $7.87M | Shares decreased 3.04%; reported value decreased 1.00%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 1.70% | 13,485 | $6.93M | Shares decreased 7.71%; reported value decreased 11.97%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.67% | 12,886 | $7.32M | Shares decreased 4.44%; reported value increased 5.62%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.59% | 11,950 | $7.32M | Shares decreased 7.26%; reported value decreased 0.02%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.55% | 11,493 | $7.21M | Shares decreased 3.82%; reported value decreased 1.51%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 1.37% | 11,151 | $6.66M | Shares decreased 2.98%; reported value decreased 7.55%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.38% | 10,497 | $7.21M | Shares decreased 5.86%; reported value increased 8.20%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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