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Charter Oak Capital Management, LLC: VXF position timeline

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

Charter Oak Capital Management, LLC held 351,937 VXF 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 351,937 shares
    Change vs previous 13F -6,125 shares

    5.62% of the 13F portfolio, value $72,428,599.

    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 358,062 shares
    Change vs previous 13F -4,059 shares

    5.71% of the 13F portfolio, value $74,877,909.

    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 362,121 shares
    Change vs previous 13F -12,453 shares

    5.95% of the 13F portfolio, value $75,806,359.

    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 374,574 shares
    Change vs previous 13F +5,768 shares

    6.1% of the 13F portfolio, value $72,184,165.

    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 368,806 shares
    Change vs previous 13F +12,820 shares

    5.83% of the 13F portfolio, value $63,530,501.

    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 355,986 shares
    Change vs previous 13F -11,227 shares

    6.3% of the 13F portfolio, value $67,630,304.

    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 367,213 shares
    Change vs previous 13F +14,187 shares

    6.24% of the 13F portfolio, value $66,829,116.

    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 353,026 shares
    Change vs previous 13F not available

    6.22% of the 13F portfolio, value $59,587,192.

    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).