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Charis Legacy Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Charis Legacy Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.1M Buy
24,916
+626
+3% +$417K 21.04% 1
2026
Q1 		$14.5M Buy
24,290
+596
+3% +$373K 21.23% 1
2025
Q4 		$14.9M Sell
23,694
-148
-0.6% -$92K 21.93% 1
2025
Q3 		$14.6M Sell
23,842
-1,105
-4% -$651K 21.78% 1
2025
Q2 		$14.2M Buy
24,947
+856
+4% +$450K 23.34% 1
2025
Q1 		$12.4M Buy
24,091
+4,923
+26% +$2.66M 23.44% 1
2024
Q4 		$10.3M Buy
+19,168
New +$10.4M 21.08% 1

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Charis Legacy Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, buying an estimated $417K and bringing the position to 24,916 shares worth $17.1M. The position accounts for 21.04% of the portfolio, ranked #1.

Charis Legacy Partners first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,950 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Charis Legacy Partners held 24,916 shares of Vanguard S&P 500 ETF worth $17.1M as of Q2 2026.
  • Charis Legacy Partners bought 626 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $417K.
  • Vanguard S&P 500 ETF made up 21.04% of Charis Legacy Partners's portfolio in Q2 2026, its #1 holding.
  • Charis Legacy Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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