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Charter Oak Capital Management, LLC: VGK position timeline

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

Charter Oak Capital Management, LLC held 32,259 VGK 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 32,259 shares
    Change vs previous 13F -1,569 shares

    0.21% of the 13F portfolio, value $2,659,125.

    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 33,828 shares
    Change vs previous 13F -1,110 shares

    0.22% of the 13F portfolio, value $2,828,365.

    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 34,938 shares
    Change vs previous 13F -838 shares

    0.22% of the 13F portfolio, value $2,788,019.

    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 35,776 shares
    Change vs previous 13F -2,787 shares

    0.23% of the 13F portfolio, value $2,772,657.

    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 38,563 shares
    Change vs previous 13F -6,326 shares

    0.25% of the 13F portfolio, value $2,707,507.

    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 44,889 shares
    Change vs previous 13F -681 shares

    0.27% of the 13F portfolio, value $2,849,083.

    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 45,570 shares
    Change vs previous 13F -649 shares

    0.3% of the 13F portfolio, value $3,240,018.

    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 46,219 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,086,042.

    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).