Charis Legacy Partners, LLC Vanguard Value ETF Transaction History
Charis Legacy Partners, LLC
- $67.8 Billion
- Q4 2025
A detailed history of Charis Legacy Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 8,252 shares of VTV stock, worth $1.54 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
8,252
Previous 9,745
15.32%
Holding current value
$1.54 Million
Previous $1.82 Billion
13.27%
% of portfolio
2.33%
Previous 2.71%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,794Shares Held
589MCall Options Held
159KPut Options Held
37K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio