My Legacy Advisors, LLC VOT — VANGUARD INDEX FDS

Ownership history in My Legacy Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

My Legacy Advisors, LLC reported VANGUARD INDEX FDS (VOT) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 1.03% in 2024 Q4. The latest visible filing shows VOT at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was My Legacy Advisors, LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

VOT was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VOT stock page My Legacy Advisors, LLC fund profile My Legacy Advisors, LLC full holdings
How My Legacy Advisors, LLC held VOT — position size vs. price
% of Fund (quarterly)    VOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 17.5% +3.3% ❌ 7,867 -1,671 -17.5% 0.80% $2.2M 2025-08-14 (Est.) $283.91
2025 Q1 REDUCED 5.7% +16.4% ❌ 9,538 -579 -5.7% 0.90% $2.3M 2025-04-15 $234.47
2024 Q4 ADDED — — — 10,117 +807 +8.7% 1.03% $2.6M 2025-01-16 $262.42
2024 Q3 ADDED — — — 9,310 +6,030 +183.8% 0.90% $2.3M 2024-10-21 $247.61
2024 Q2 INITIATED — — — 3,280 — — 0.26% $773K 2024-07-25 $225.85

🏢 Other funds also holding VOT

As of 2026 Q1 — sorted by position size

Sharp Wealth Advisory, LLC 14.24% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 10.83% BHK Investment Advisors, LLC 3Y 7Y 8.41% Axiom Financial Strategies, LLC 3Y 8.1% HRC WEALTH MANAGEMENT, LLC 7.76% Gladwyn Financial Advisors, Inc. 7.12% Clayton Financial Group LLC 6.95% Truepoint, Inc. 3Y 7Y 6.35% NorthStar Asset Management LLC /NJ/ 5.49% Meramec Financial Planners, LLC 5.31%

FAQ About My Legacy Advisors, LLC and VOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has My Legacy Advisors, LLC reported owning VOT?

My Legacy Advisors, LLC reported VOT across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported VOT position in My Legacy Advisors, LLC's portfolio?

The largest reported portfolio weight for VOT was 1.03% in 2024 Q4.

What is the latest reported VOT position on this page?

The most recent filing on this page is 2025 Q2, when My Legacy Advisors, LLC reported 7,867 shares, equal to 0.80% of portfolio, with an estimated market value of $2.2M.

What does the chart on this VOT ownership page compare?

The chart compares My Legacy Advisors, LLC's quarterly VOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did My Legacy Advisors, LLC time their VOT position?

Based on 13F filing dates vs. subsequent VOT price moves, My Legacy Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VOT relative to SPY over the holding period was +3.5%.

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