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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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