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 Q3	$6.68M	Buy	28,824 +1,474	+5%	+$355K	8.25%	3
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Charis Legacy Partners increased its Vanguard Extended Market ETF (VXF) stake by 5.4% in Q3 2026, buying an estimated $355K and bringing the position to 28,824 shares worth $6.68M. The position accounts for 8.25% of the portfolio, ranked #3.

Charis Legacy Partners first reported a position in VXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.73M in Q2 2026. 928 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Charis Legacy Partners held 28,824 shares of Vanguard Extended Market ETF worth $6.68M as of Q3 2026.
Charis Legacy Partners bought 1,474 Vanguard Extended Market ETF shares in Q3 2026, an estimated $355K.
Vanguard Extended Market ETF made up 8.25% of Charis Legacy Partners's portfolio in Q3 2026, its #3 holding.
Charis Legacy Partners first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 8 quarters since.
Charis Legacy Partners's Vanguard Extended Market ETF position peaked at $6.73M in Q2 2026.
928 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

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