Charis Legacy Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	12,955 -461	-3%	-$38.8K	1.37%	14
2026 Q1	$977K	Buy	13,416 +36	+0.3%	+$2.8K	1.43%	14
2025 Q4	$1.09M	Sell	13,380 -162	-1%	-$13.1K	1.61%	13
2025 Q3	$1.08M	Buy	13,542 +60	+0.4%	+$4.58K	1.62%	14
2025 Q2	$985K	Buy	13,482 +234	+2%	+$15.4K	1.62%	14
2025 Q1	$819K	Buy	13,248 +1,170	+10%	+$78.9K	1.55%	13
2024 Q4	$826K	Buy	+12,078	New	+$811K	1.69%	13

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Charis Legacy Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.4% in Q2 2026, selling an estimated $38.8K and leaving 12,955 shares worth $1.12M. The position accounts for 1.37% of the portfolio, ranked #14.

Charis Legacy Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Charis Legacy Partners held 12,955 shares of Vanguard Morningstar Growth ETF worth $1.12M as of Q2 2026.
Charis Legacy Partners sold 461 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $38.8K.
Vanguard Morningstar Growth ETF made up 1.37% of Charis Legacy Partners's portfolio in Q2 2026, its #14 holding.
Charis Legacy Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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