Charter Oak Capital Management, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1810720
PORTSMOUTH, NH
Position in VXF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$72,428,634
-$2,449,291 QoQ
Shares Held
351,937
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,428,634 | 351,937 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $74,877,925 | 358,062 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $75,806,410 | 362,121 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $72,184,155 | 374,574 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $63,530,521 | 368,806 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $67,630,220 | 355,986 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $66,829,093 | 367,213 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $59,587,258 | 353,026 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $60,715,279 | 346,410 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $56,384,879 | 342,932 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $47,554,886 | 331,786 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $41,551,996 | 279,191 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $33,749,224 | 240,722 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $31,212,268 | 234,926 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $29,313,981 | 230,619 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $31,770,905 | 242,341 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $37,002,811 | 223,366 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $36,674,035 | 200,558 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $34,424,644 | 188,773 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $34,592,120 | 183,425 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $31,024,529 | 175,369 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,710,349 | 186,485 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||