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Disclosery

Charles Schwab Trust Co: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on VO, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 50,236 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,236 shares
    Change vs previous 13F +37,950 shares

    0.23% of the 13F portfolio, value $4,047,515.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,286 shares
    Change vs previous 13F -1,000 shares

    0.23% of the 13F portfolio, value $3,528,293.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,286 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $3,855,863.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,286 shares
    Change vs previous 13F -190 shares

    0.26% of the 13F portfolio, value $3,902,630.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,476 shares
    Change vs previous 13F +7,508 shares

    0.28% of the 13F portfolio, value $3,770,989.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,968 shares
    Change vs previous 13F -1,885 shares

    0.13% of the 13F portfolio, value $1,543,444.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,853 shares
    Change vs previous 13F +491 shares

    0.18% of the 13F portfolio, value $2,074,213.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,362 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,942,316.

    13F-HR 0001085146-24-004756 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).