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Charter Oak Capital Management, LLC: VYM position timeline

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

Charter Oak Capital Management, LLC held 37,278 VYM 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 37,278 shares
    Change vs previous 13F +13,112 shares

    0.43% of the 13F portfolio, value $5,520,942.

    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 24,166 shares
    Change vs previous 13F +9,968 shares

    0.26% of the 13F portfolio, value $3,468,315.

    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 14,198 shares
    Change vs previous 13F +753 shares

    0.16% of the 13F portfolio, value $2,001,271.

    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 13,445 shares
    Change vs previous 13F +221 shares

    0.15% of the 13F portfolio, value $1,792,338.

    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 13,224 shares
    Change vs previous 13F +1,338 shares

    0.16% of the 13F portfolio, value $1,705,405.

    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 11,886 shares
    Change vs previous 13F +258 shares

    0.14% of the 13F portfolio, value $1,516,572.

    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 11,628 shares
    Change vs previous 13F +2,190 shares

    0.14% of the 13F portfolio, value $1,490,704.

    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 9,438 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,119,332.

    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).