Charter Oak Capital Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1810720
PORTSMOUTH, NH
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,163,710
+$162,864 QoQ
Shares Held
4,443
+14.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,163,710 | 4,443 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,000,846 | 3,880 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,041,022 | 4,094 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $955,740 | 4,033 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $819,366 | 3,695 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $810,704 | 3,374 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $786,113 | 3,314 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $663,931 | 3,045 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $675,026 | 2,953 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $667,082 | 3,127 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $569,289 | 3,011 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $535,809 | 2,694 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $461,957 | 2,437 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $479,406 | 2,612 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $417,191 | 2,441 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $476,553 | 2,706 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $428,652 | 2,017 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $380,600 | 1,684 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $308,980 | 1,413 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $294,666 | 1,308 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $242,980 | 1,135 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $285,984 | 1,469 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||