Charis Legacy Partners, LLC Vanguard Small Cap ETF Transaction History
Charis Legacy Partners, LLC
- $67 Billion
- Q3 2025
A detailed history of Charis Legacy Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 1,549 shares of VB stock, worth $401,624. This represents 0.59% of its overall portfolio holdings.
Number of Shares
1,549
Previous 2,367
34.56%
Holding current value
$401,624
Previous $561 Million
29.81%
% of portfolio
0.59%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio