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Charter Oak Capital Management, LLC: VTV position timeline

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

Charter Oak Capital Management, LLC held 25,540 VTV 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 25,540 shares
    Change vs previous 13F +764 shares

    0.39% of the 13F portfolio, value $5,011,024.

    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 24,776 shares
    Change vs previous 13F +380 shares

    0.36% of the 13F portfolio, value $4,731,994.

    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 24,396 shares
    Change vs previous 13F +710 shares

    0.36% of the 13F portfolio, value $4,549,571.

    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 23,686 shares
    Change vs previous 13F +376 shares

    0.35% of the 13F portfolio, value $4,186,338.

    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 23,310 shares
    Change vs previous 13F +1,468 shares

    0.37% of the 13F portfolio, value $4,026,639.

    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 21,842 shares
    Change vs previous 13F +1,060 shares

    0.34% of the 13F portfolio, value $3,697,908.

    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 20,782 shares
    Change vs previous 13F +1,359 shares

    0.34% of the 13F portfolio, value $3,627,978.

    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 19,423 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,115,707.

    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).