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Charis Legacy Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Charis Legacy Partners’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,366
Closed -$337K – 31
2025
Q3 		$337K Sell
2,366
-950
-29% -$132K 0.5% 24
2025
Q2 		$446K Hold
3,316
– – 0.73% 20
2025
Q1 		$383K Buy
+3,316
New +$385K 0.73% 22

Other funds holding VSS

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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Charis Legacy Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 2,366 shares — an estimated $337K sold.

Charis Legacy Partners first reported a position in VSS in Q1 2025 and held it in 3 quarters. The position peaked at $446K in Q2 2025. 682 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

  • Charis Legacy Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
  • Charis Legacy Partners sold 2,366 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $337K.
  • Charis Legacy Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and held it in 3 quarters.
  • Charis Legacy Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $446K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

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