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Charter Oak Capital Management, LLC: VEA position timeline

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

Charter Oak Capital Management, LLC held 55,154 VEA shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 55,154 shares
    Change vs previous 13F -4,949 shares

    0.27% of the 13F portfolio, value $3,534,262.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 60,103 shares
    Change vs previous 13F +1,542 shares

    0.29% of the 13F portfolio, value $3,754,645.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 58,561 shares
    Change vs previous 13F +4,145 shares

    0.28% of the 13F portfolio, value $3,508,947.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 54,416 shares
    Change vs previous 13F -393 shares

    0.26% of the 13F portfolio, value $3,102,244.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 54,809 shares
    Change vs previous 13F -341 shares

    0.26% of the 13F portfolio, value $2,785,918.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 55,150 shares
    Change vs previous 13F +1,605 shares

    0.25% of the 13F portfolio, value $2,637,261.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 53,545 shares
    Change vs previous 13F +3,166 shares

    0.26% of the 13F portfolio, value $2,827,689.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 50,379 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,489,741.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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