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Charis Legacy Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Charis Legacy Partners’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Sell
8,188
-28
-0.3% -$1.65K 0.6% 20
2026
Q1 		$444K Sell
8,216
-135
-2% -$7.56K 0.65% 18
2025
Q4 		$449K Sell
8,351
-856
-9% -$46.5K 0.66% 18
2025
Q3 		$499K Buy
9,207
+206
+2% +$10.6K 0.74% 18
2025
Q2 		$445K Sell
9,001
-965
-10% -$44.8K 0.73% 21
2025
Q1 		$451K Buy
9,966
+898
+10% +$40.4K 0.85% 20
2024
Q4 		$399K Buy
+9,068
New +$421K 0.82% 18

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Charis Legacy Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.34% in Q2 2026, selling an estimated $1.65K and leaving 8,188 shares worth $489K. The position accounts for 0.6% of the portfolio, ranked #20.

Charis Legacy Partners first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $499K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Charis Legacy Partners held 8,188 shares of Vanguard FTSE Emerging Markets ETF worth $489K as of Q2 2026.
  • Charis Legacy Partners sold 28 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.65K.
  • Vanguard FTSE Emerging Markets ETF made up 0.6% of Charis Legacy Partners's portfolio in Q2 2026, its #20 holding.
  • Charis Legacy Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Charis Legacy Partners's Vanguard FTSE Emerging Markets ETF position peaked at $499K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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