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Charis Legacy Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Charis Legacy Partners’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Sell
32,101
-109
-0.3% -$7.59K 2.81% 11
2026
Q1 		$2.06M Sell
32,210
-1,743
-5% -$115K 3.02% 9
2025
Q4 		$2.12M Sell
33,953
-994
-3% -$60.9K 3.13% 10
2025
Q3 		$2.09M Buy
34,947
+132
+0.4% +$7.69K 3.12% 9
2025
Q2 		$1.98M Sell
34,815
-2,513
-7% -$135K 3.27% 9
2025
Q1 		$1.9M Buy
37,328
+2,126
+6% +$108K 3.59% 7
2024
Q4 		$1.68M Buy
+35,202
New +$1.77M 3.44% 8

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Charis Legacy Partners's VEA Position: Q2 2026 in Review

Charis Legacy Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.34% in Q2 2026, selling an estimated $7.59K and leaving 32,101 shares worth $2.29M. The position accounts for 2.81% of the portfolio, ranked #11.

Charis Legacy Partners first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 1,432 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Charis Legacy Partners held 32,101 shares of Vanguard FTSE Developed Markets ETF worth $2.29M as of Q2 2026.
  • Charis Legacy Partners sold 109 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $7.59K.
  • Vanguard FTSE Developed Markets ETF made up 2.81% of Charis Legacy Partners's portfolio in Q2 2026, its #11 holding.
  • Charis Legacy Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,432 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.