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Charter Capital Management, LLC\DE: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Capital Management, LLC\DE on VYM, newest first. How the timeline and the estimate are built.

Charter Capital Management, LLC\DE held 209,887 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,887 shares
    Change vs previous 13F +4,031 shares

    14.68% of the 13F portfolio, value $33,168,452.

    13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 205,856 shares
    Change vs previous 13F +4,417 shares

    15.27% of the 13F portfolio, value $30,487,293.

    13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 201,439 shares
    Change vs previous 13F +8,579 shares

    14.93% of the 13F portfolio, value $28,910,538.

    13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 192,860 shares
    Change vs previous 13F +8,035 shares

    14.67% of the 13F portfolio, value $27,183,584.

    13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 184,825 shares
    Change vs previous 13F not available

    14.47% of the 13F portfolio, value $24,639,011.

    13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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