Charis Legacy Partners’s Vanguard 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Charis Legacy Partners reduced its Vanguard 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. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Charis Legacy Partners held 12,955 shares of Vanguard Growth ETF worth $1.12M as of Q2 2026.
Charis Legacy Partners sold 461 Vanguard Growth ETF shares in Q2 2026, an estimated $38.8K.
Vanguard 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 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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