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 Q3	$1.17M	Buy	12,998 +43	+0.3%	+$3.76K	1.45%	14
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Charis Legacy Partners's VUG Position: Q3 2026 in Review

Charis Legacy Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.33% in Q3 2026, buying an estimated $3.76K and bringing the position to 12,998 shares worth $1.17M. The position accounts for 1.45% of the portfolio, ranked #14.

Charis Legacy Partners first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 2,033 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Charis Legacy Partners held 12,998 shares of Vanguard Morningstar Growth ETF worth $1.17M as of Q3 2026.
Charis Legacy Partners bought 43 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $3.76K.
Vanguard Morningstar Growth ETF made up 1.45% of Charis Legacy Partners's portfolio in Q3 2026, its #14 holding.
Charis Legacy Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
2,033 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.