Charis Legacy Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Charis Legacy Partners’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.6M	Buy	17,847 +229	+1%	+$81.9K	8.12%	4
2026 Q1	$5.65M	Buy	17,618 +1,361	+8%	+$457K	8.27%	3
2025 Q4	$5.45M	Sell	16,257 -200	-1%	-$66.5K	8.04%	4
2025 Q3	$5.4M	Sell	16,457 -1,035	-6%	-$327K	8.06%	4
2025 Q2	$5.32M	Sell	17,492 -172	-1%	-$48.4K	8.76%	3
2025 Q1	$4.85M	Buy	17,664 +491	+3%	+$143K	9.19%	3
2024 Q4	$4.98M	Buy	+17,173	New	+$5.01M	10.16%	4

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Charis Legacy Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $81.9K and bringing the position to 17,847 shares worth $6.6M. The position accounts for 8.12% of the portfolio, ranked #4.

Charis Legacy Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Charis Legacy Partners held 17,847 shares of Vanguard Morningstar Total Stock Market ETF worth $6.6M as of Q2 2026.
Charis Legacy Partners bought 229 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $81.9K.
Vanguard Morningstar Total Stock Market ETF made up 8.12% of Charis Legacy Partners's portfolio in Q2 2026, its #4 holding.
Charis Legacy Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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