Charis Legacy Partners, LLC: VTI position timeline

Charis Legacy Partners, LLC held 17,847 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,847 shares

   Change vs previous 13F +229 shares

   8.12% of the 13F portfolio, value $6,604,018.

   13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 17,618 shares

   Change vs previous 13F +1,361 shares

   8.27% of the 13F portfolio, value $5,651,948.

   13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 16,257 shares

   Change vs previous 13F -200 shares

   8.04% of the 13F portfolio, value $5,450,536.

   13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 16,457 shares

   Change vs previous 13F -1,035 shares

   8.06% of the 13F portfolio, value $5,400,661.

   13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 17,492 shares

   Change vs previous 13F -172 shares

   8.76% of the 13F portfolio, value $5,316,214.

   13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 17,664 shares

   Change vs previous 13F +491 shares

   9.19% of the 13F portfolio, value $4,854,672.

   13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 17,173 shares

   Change vs previous 13F not available

   10.16% of the 13F portfolio, value $4,976,991.

   13F-HR 0001754960-25-000142 filed by Charis Legacy Partners, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).