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Charis Legacy Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Charis Legacy Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,549
Closed -$394K – 30
2025
Q3 		$394K Sell
1,549
-818
-35% -$203K 0.59% 21
2025
Q2 		$561K Hold
2,367
– – 0.92% 18
2025
Q1 		$525K Buy
+2,367
New +$565K 0.99% 18

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Charis Legacy Partners's VB Position: Q4 2025 in Review

Charis Legacy Partners sold out of Vanguard Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,549 shares — an estimated $394K sold.

Charis Legacy Partners first reported a position in VB in Q1 2025 and held it in 3 quarters. The position peaked at $561K in Q2 2025. 2,367 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Charis Legacy Partners reported no remaining Vanguard Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Charis Legacy Partners sold 1,549 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $394K.
  • Charis Legacy Partners first reported a position in Vanguard Small-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Charis Legacy Partners's Vanguard Small-Cap ETF position peaked at $561K in Q2 2025.
  • 2,367 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Charis Legacy Partners's 13F filing for Q4 2025, filed 8 Jan 2026.