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Charter Oak Capital Management, LLC: VSGX position timeline

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

Charter Oak Capital Management, LLC held 157,138 VSGX 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 157,138 shares
    Change vs previous 13F -41 shares

    0.87% of the 13F portfolio, value $11,271,519.

    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 157,179 shares
    Change vs previous 13F +2,317 shares

    0.86% of the 13F portfolio, value $11,257,196.

    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 154,862 shares
    Change vs previous 13F +6,065 shares

    0.84% of the 13F portfolio, value $10,742,790.

    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 148,797 shares
    Change vs previous 13F +7,344 shares

    0.82% of the 13F portfolio, value $9,746,182.

    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 141,453 shares
    Change vs previous 13F -2,540 shares

    0.77% of the 13F portfolio, value $8,342,885.

    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 143,993 shares
    Change vs previous 13F +1,560 shares

    0.76% of the 13F portfolio, value $8,164,378.

    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 142,433 shares
    Change vs previous 13F +5,668 shares

    0.82% of the 13F portfolio, value $8,761,080.

    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 136,765 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,832,510.

    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).