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Charter Oak Capital Management, LLC: VUSB position timeline

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

Charter Oak Capital Management, LLC held 872,856 VUSB 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 872,856 shares
    Change vs previous 13F +294,373 shares

    3.37% of the 13F portfolio, value $43,455,123.

    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 578,483 shares
    Change vs previous 13F +571,471 shares

    2.2% of the 13F portfolio, value $28,831,595.

    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 7,012 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $350,575.

    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).