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Charter Oak Capital Management, LLC: VWO position timeline

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

Charter Oak Capital Management, LLC held 25,488 VWO 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 25,488 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $1,377,610.

    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 25,507 shares
    Change vs previous 13F -34 shares

    0.1% of the 13F portfolio, value $1,371,272.

    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 25,541 shares
    Change vs previous 13F +585 shares

    0.11% of the 13F portfolio, value $1,383,790.

    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 24,956 shares
    Change vs previous 13F -1,474 shares

    0.1% of the 13F portfolio, value $1,234,317.

    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 26,430 shares
    Change vs previous 13F -4,308 shares

    0.11% of the 13F portfolio, value $1,196,217.

    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 30,738 shares
    Change vs previous 13F -3,804 shares

    0.13% of the 13F portfolio, value $1,353,709.

    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 34,542 shares
    Change vs previous 13F +857 shares

    0.15% of the 13F portfolio, value $1,652,817.

    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 33,685 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,474,056.

    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).