Vanguard Small-Cap ETF shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $811k | 3.4k | 240.31 |
| 2024-09-30 | $786k | 3.3k | 237.21 |
| 2024-06-30 | $664k | 3.0k | 218.04 |
| 2024-03-31 | $675k | 3.0k | 228.59 |
| 2023-12-31 | $667k | 3.1k | 213.33 |
| 2023-09-30 | $569k | 3.0k | 189.07 |
| 2023-06-30 | $536k | 2.7k | 198.89 |
| 2023-03-31 | $462k | 2.4k | 189.56 |
| 2022-12-31 | $479k | 2.6k | 183.54 |
| 2022-09-30 | $417k | 2.4k | 170.83 |
| 2022-06-30 | $477k | 2.7k | 176.27 |
| 2022-03-31 | $429k | 2.0k | 212.69 |
| 2021-12-31 | $381k | 1.7k | 226.25 |
| 2021-09-30 | $309k | 1.4k | 218.68 |
| 2021-06-30 | $295k | 1.3k | 225.54 |
| 2021-03-31 | $243k | 1.1k | 214.10 |
| 2020-12-31 | $286k | 1.5k | 194.69 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management