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Charis Legacy Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Charis Legacy Partners’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Sell
30,203
-162
-0.5% -$13.2K 3.11% 9
2026
Q1 		$2.28M Sell
30,365
-200
-0.7% -$15.5K 3.34% 8
2025
Q4 		$2.25M Sell
30,565
-1,816
-6% -$132K 3.32% 8
2025
Q3 		$2.31M Buy
32,381
+822
+3% +$56.7K 3.45% 7
2025
Q2 		$2.12M Buy
31,559
+383
+1% +$24.3K 3.49% 8
2025
Q1 		$1.89M Buy
31,176
+3,223
+12% +$194K 3.58% 8
2024
Q4 		$1.6M Buy
+27,953
New +$1.68M 3.28% 10

Other funds holding VEU

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Charis Legacy Partners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.53% in Q2 2026, selling an estimated $13.2K and leaving 30,203 shares worth $2.53M. The position accounts for 3.11% of the portfolio, ranked #9.

Charis Legacy Partners first reported a position in VEU in Q4 2024 and has held it in 7 quarters since. 721 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Charis Legacy Partners held 30,203 shares of Vanguard FTSE All-World ex-US ETF worth $2.53M as of Q2 2026.
  • Charis Legacy Partners sold 162 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard FTSE All-World ex-US ETF made up 3.11% of Charis Legacy Partners's portfolio in Q2 2026, its #9 holding.
  • Charis Legacy Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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