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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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. 1,812 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.
  • 1,812 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.