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Charter Oak Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Charter Oak Capital Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57M Buy
11,360
+389
+4% +$56K 0.12% 58
2025
Q4 		$1.55M Buy
10,971
+351
+3% +$49.1K 0.12% 63
2025
Q3 		$1.46M Buy
10,620
+1,424
+15% +$189K 0.11% 63
2025
Q2 		$1.18M Buy
9,196
+6,899
+300% +$825K 0.1% 67
2025
Q1 		$266K Hold
2,297
– – 0.02% 166
2024
Q4 		$270K Hold
2,297
– – 0.03% 156
2024
Q3 		$275K Buy
2,297
+285
+14% +$32.8K 0.03% 157
2024
Q2 		$227K Sell
2,012
-255
-11% -$28.1K 0.02% 156
2024
Q1 		$251K Buy
2,267
+24
+1% +$2.54K 0.03% 159
2023
Q4 		$231K Sell
2,243
-891
-28% -$85.7K 0.03% 162
2023
Q3 		$292K Buy
3,134
+897
+40% +$87.1K 0.04% 146
2023
Q2 		$217K Sell
2,237
-30
-1% -$2.81K 0.03% 167
2023
Q1 		$209K Buy
+2,267
New +$205K 0.03% 167
2022
Q3 		– Sell
-423
Closed -$36K – 875
2022
Q2 		$36K Hold
423
– – ﹤0.01% 379
2022
Q1 		$43K Hold
423
– – 0.01% 381
2021
Q4 		$45K Hold
423
– – 0.01% 368
2021
Q3 		$43K Buy
423
+30
+8% +$3.15K 0.01% 346
2021
Q2 		$41K Sell
393
-13,505
-97% -$1.38M 0.01% 343
2021
Q1 		$1.35M Buy
13,898
+13,535
+3,729% +$1.3M 0.19% 52
2020
Q4 		$34K Buy
+363
New +$31.5K 0.01% 349

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charter Oak Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 3.5% in Q1 2026, buying an estimated $56K and bringing the position to 11,360 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #58.

Charter Oak Capital Management first reported a position in VT in Q4 2020 and has held it in 20 quarters since. 1,232 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Charter Oak Capital Management held 11,360 shares of Vanguard Total World Stock ETF worth $1.57M as of Q1 2026.
  • Charter Oak Capital Management bought 389 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $56K.
  • Vanguard Total World Stock ETF made up 0.12% of Charter Oak Capital Management's portfolio in Q1 2026, its #58 holding.
  • Charter Oak Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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