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Charter Oak Capital Management, LLC: VXUS position timeline

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

Charter Oak Capital Management, LLC held 1,676,714 VXUS 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 1,676,714 shares
    Change vs previous 13F +13,211 shares

    10.03% of the 13F portfolio, value $129,291,437.

    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 1,663,503 shares
    Change vs previous 13F +98,512 shares

    9.57% of the 13F portfolio, value $125,494,670.

    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 1,564,991 shares
    Change vs previous 13F +171,114 shares

    9.02% of the 13F portfolio, value $114,964,230.

    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 1,393,877 shares
    Change vs previous 13F +105,456 shares

    8.13% of the 13F portfolio, value $96,302,957.

    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 1,288,421 shares
    Change vs previous 13F +120,375 shares

    7.34% of the 13F portfolio, value $80,010,975.

    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 1,168,046 shares
    Change vs previous 13F +87,782 shares

    6.41% of the 13F portfolio, value $68,832,968.

    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 1,080,264 shares
    Change vs previous 13F +98,615 shares

    6.53% of the 13F portfolio, value $69,936,297.

    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 981,649 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $59,193,450.

    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).