Skip to content
Disclosery

Charter Oak Capital Management, LLC: VHT position timeline

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

Charter Oak Capital Management, LLC held 4,652 VHT 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 4,652 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $1,266,917.

    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 4,640 shares
    Change vs previous 13F -160 shares

    0.1% of the 13F portfolio, value $1,335,582.

    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 4,800 shares
    Change vs previous 13F -464 shares

    0.1% of the 13F portfolio, value $1,246,161.

    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 5,264 shares
    Change vs previous 13F -383 shares

    0.11% of the 13F portfolio, value $1,307,171.

    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 5,647 shares
    Change vs previous 13F -327 shares

    0.14% of the 13F portfolio, value $1,495,003.

    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 5,974 shares
    Change vs previous 13F -92 shares

    0.14% of the 13F portfolio, value $1,515,469.

    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 6,066 shares
    Change vs previous 13F +112 shares

    0.16% of the 13F portfolio, value $1,711,779.

    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 5,954 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,583,673.

    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).