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Charter Oak Capital Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Charter Oak Capital Management’s Portfolio VXUS Stock Details VXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129M Buy
1,676,714
+13,211
+0.8% +$1.05M 10.03% 3
2025
Q4 		$125M Buy
1,663,503
+98,512
+6% +$7.36M 9.57% 3
2025
Q3 		$115M Buy
1,564,991
+171,114
+12% +$12.1M 9.02% 3
2025
Q2 		$96.3M Buy
1,393,877
+105,456
+8% +$6.85M 8.14% 3
2025
Q1 		$80M Buy
1,288,421
+120,375
+10% +$7.44M 7.34% 3
2024
Q4 		$68.8M Buy
1,168,046
+87,782
+8% +$5.44M 6.41% 3
2024
Q3 		$69.9M Buy
1,080,264
+98,615
+10% +$6.1M 6.53% 3
2024
Q2 		$59.2M Buy
981,649
+82,534
+9% +$4.98M 6.18% 4
2024
Q1 		$54.2M Buy
899,115
+118,688
+15% +$6.91M 5.81% 4
2023
Q4 		$45.2M Buy
780,427
+73,709
+10% +$4.02M 5.37% 4
2023
Q3 		$37.8M Buy
706,718
+180,471
+34% +$10.1M 5.01% 4
2023
Q2 		$29.5M Buy
526,247
+120,615
+30% +$6.75M 3.84% 7
2023
Q1 		$22.4M Buy
405,632
+210,492
+108% +$11.5M 3.11% 8
2022
Q4 		$10.1M Buy
195,140
+137,640
+239% +$6.89M 1.51% 10
2022
Q3 		$2.63M Sell
57,500
-8,480
-13% -$434K 0.42% 36
2022
Q2 		$3.4M Buy
65,980
+52,519
+390% +$2.91M 0.46% 34
2022
Q1 		$804K Buy
13,461
+444
+3% +$27K 0.1% 86
2021
Q4 		$827K Sell
13,017
-108
-0.8% -$6.94K 0.1% 87
2021
Q3 		$830K Sell
13,125
-532
-4% -$34.7K 0.1% 83
2021
Q2 		$897K Sell
13,657
-728
-5% -$47.7K 0.12% 76
2021
Q1 		$902K Buy
14,385
+1,240
+9% +$77.8K 0.13% 78
2020
Q4 		$791K Buy
+13,145
New +$740K 0.12% 83

Other funds holding VXUS

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Charter Oak Capital Management increased its Vanguard Total International Stock ETF (VXUS) stake by 0.79% in Q1 2026, buying an estimated $1.05M and bringing the position to 1,676,714 shares worth $129M. The position accounts for 10.03% of the portfolio, ranked #3.

Charter Oak Capital Management first reported a position in VXUS in Q4 2020 and has held it in 22 quarters since. 1,726 funds tracked by Wall St. Rank hold VXUS as of Q1 2026.

  • Charter Oak Capital Management held 1,676,714 shares of Vanguard Total International Stock ETF worth $129M as of Q1 2026.
  • Charter Oak Capital Management bought 13,211 Vanguard Total International Stock ETF shares in Q1 2026, an estimated $1.05M.
  • Vanguard Total International Stock ETF made up 10.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #3 holding.
  • Charter Oak Capital Management first reported a position in Vanguard Total International Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,726 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2026.

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