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Charter Oak Capital Management, LLC: VUG position timeline

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

Charter Oak Capital Management, LLC held 9,617 VUG 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 9,617 shares
    Change vs previous 13F +523 shares

    0.33% of the 13F portfolio, value $4,200,779.

    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 9,094 shares
    Change vs previous 13F -642 shares

    0.34% of the 13F portfolio, value $4,436,706.

    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 9,736 shares
    Change vs previous 13F -435 shares

    0.37% of the 13F portfolio, value $4,669,247.

    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 10,171 shares
    Change vs previous 13F -7 shares

    0.38% of the 13F portfolio, value $4,459,113.

    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 10,178 shares
    Change vs previous 13F +423 shares

    0.35% of the 13F portfolio, value $3,774,039.

    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 9,755 shares
    Change vs previous 13F +245 shares

    0.37% of the 13F portfolio, value $4,003,972.

    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 9,510 shares
    Change vs previous 13F +672 shares

    0.34% of the 13F portfolio, value $3,650,995.

    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 8,838 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,305,371.

    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).