COCM
VPL icon

Charter Oak Capital Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Charter Oak Capital Management’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Sell
16,358
-1,010
-6% -$101K 0.12% 56
2025
Q4 		$1.57M Sell
17,368
-1,470
-8% -$133K 0.12% 60
2025
Q3 		$1.65M Sell
18,838
-441
-2% -$37.6K 0.13% 56
2025
Q2 		$1.58M Sell
19,279
-1,465
-7% -$112K 0.13% 57
2025
Q1 		$1.5M Sell
20,744
-2,100
-9% -$154K 0.14% 53
2024
Q4 		$1.62M Sell
22,844
-236
-1% -$17.6K 0.15% 49
2024
Q3 		$1.81M Buy
23,080
+352
+2% +$26.6K 0.17% 47
2024
Q2 		$1.69M Sell
22,728
-1,000
-4% -$73.9K 0.18% 43
2024
Q1 		$1.8M Sell
23,728
-1,127
-5% -$82.4K 0.19% 41
2023
Q4 		$1.79M Sell
24,855
-2,093
-8% -$142K 0.21% 41
2023
Q3 		$1.8M Sell
26,948
-5,198
-16% -$361K 0.24% 40
2023
Q2 		$2.24M Buy
32,146
+182
+0.6% +$12.6K 0.29% 42
2023
Q1 		$2.17M Sell
31,964
-4,749
-13% -$319K 0.3% 41
2022
Q4 		$2.36M Sell
36,713
-3,841
-9% -$240K 0.35% 40
2022
Q3 		$2.33M Sell
40,554
-5,902
-13% -$377K 0.37% 42
2022
Q2 		$2.95M Sell
46,456
-2,277
-5% -$156K 0.4% 37
2022
Q1 		$3.61M Sell
48,733
-470
-1% -$35.1K 0.44% 34
2021
Q4 		$3.84M Buy
49,203
+549
+1% +$43.9K 0.45% 34
2021
Q3 		$3.94M Buy
48,654
+1,306
+3% +$108K 0.49% 32
2021
Q2 		$3.9M Sell
47,348
-835
-2% -$69.3K 0.5% 30
2021
Q1 		$3.94M Buy
48,183
+6,439
+15% +$529K 0.55% 29
2020
Q4 		$3.32M Buy
+41,744
New +$3.07M 0.5% 30

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Charter Oak Capital Management's VPL Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 5.8% in Q1 2026, selling an estimated $101K and leaving 16,358 shares worth $1.6M. The position accounts for 0.12% of the portfolio, ranked #56.

Charter Oak Capital Management first reported a position in VPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.94M in Q3 2021. 433 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

  • Charter Oak Capital Management held 16,358 shares of Vanguard FTSE Pacific ETF worth $1.6M as of Q1 2026.
  • Charter Oak Capital Management sold 1,010 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $101K.
  • Vanguard FTSE Pacific ETF made up 0.12% of Charter Oak Capital Management's portfolio in Q1 2026, its #56 holding.
  • Charter Oak Capital Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Vanguard FTSE Pacific ETF position peaked at $3.94M in Q3 2021.
  • 433 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.