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Charter Oak Capital Management, LLC: VOO position timeline

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

Charter Oak Capital Management, LLC held 46,793 VOO 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 46,793 shares
    Change vs previous 13F -1,138 shares

    2.17% of the 13F portfolio, value $27,961,033.

    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 47,931 shares
    Change vs previous 13F -531 shares

    2.29% of the 13F portfolio, value $30,058,665.

    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 48,462 shares
    Change vs previous 13F -1,898 shares

    2.33% of the 13F portfolio, value $29,677,302.

    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 50,360 shares
    Change vs previous 13F -2,048 shares

    2.42% of the 13F portfolio, value $28,606,180.

    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 52,408 shares
    Change vs previous 13F -3,728 shares

    2.47% of the 13F portfolio, value $26,932,740.

    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 56,136 shares
    Change vs previous 13F -1,386 shares

    2.82% of the 13F portfolio, value $30,246,646.

    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 57,522 shares
    Change vs previous 13F +4,797 shares

    2.84% of the 13F portfolio, value $30,352,804.

    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 52,725 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $26,369,394.

    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).