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Vanguard Small-Cap ETF shares owned by Charis Legacy Partners

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Charis Legacy Partners from 13F filings

Historical chart of Charis Legacy Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Charis Legacy Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Charis Legacy Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $394k 1.5k 254.20
2025-06-30 $561k 2.4k 237.02
2025-03-31 $525k 2.4k 221.78

More positions owned by Charis Legacy Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Kla Corp Com New (KLAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Charis Legacy Partners

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF