Charter Oak Capital Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1810720
PORTSMOUTH, NH
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,811,723
-$53,108 QoQ
Shares Held
17,724
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,811,723 | 17,724 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,864,831 | 17,585 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,831,783 | 17,757 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,649,675 | 17,832 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,558,164 | 18,342 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,609,146 | 18,430 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,706,296 | 18,713 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,373,706 | 18,481 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,579,156 | 19,600 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,414,645 | 20,039 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,180,162 | 20,467 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,409,405 | 20,990 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,249,919 | 21,102 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $3,115,658 | 20,518 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,551,280 | 18,876 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $2,720,334 | 18,961 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,739,693 | 16,895 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,824,944 | 16,448 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,489,088 | 16,205 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,513,789 | 16,240 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,387,402 | 16,232 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,321,540 | 16,445 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||