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Charis Legacy Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Charis Legacy Partners’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.73M Buy
27,350
+693
+3% +$159K 8.28% 3
2026
Q1 		$5.49M Sell
26,657
-307
-1% -$65.7K 8.02% 4
2025
Q4 		$5.64M Buy
26,964
+790
+3% +$166K 8.32% 3
2025
Q3 		$5.48M Sell
26,174
-310
-1% -$62.7K 8.17% 3
2025
Q2 		$5.1M Buy
26,484
+742
+3% +$132K 8.41% 4
2025
Q1 		$4.43M Sell
25,742
-956
-4% -$181K 8.39% 4
2024
Q4 		$5.07M Buy
+26,698
New +$5.15M 10.35% 3

Other funds holding VXF

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Charis Legacy Partners increased its Vanguard Extended Market ETF (VXF) stake by 2.6% in Q2 2026, buying an estimated $159K and bringing the position to 27,350 shares worth $6.73M. The position accounts for 8.28% of the portfolio, ranked #3.

Charis Legacy Partners first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Charis Legacy Partners held 27,350 shares of Vanguard Extended Market ETF worth $6.73M as of Q2 2026.
  • Charis Legacy Partners bought 693 Vanguard Extended Market ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Extended Market ETF made up 8.28% of Charis Legacy Partners's portfolio in Q2 2026, its #3 holding.
  • Charis Legacy Partners first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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