Charter Oak Capital Management, LLC
Charter Oak Capital Management, LLC reported 208 positions worth $1.29B as of March 31, 2026 (13F filed April 24, 2026). Largest holding: IVV (24.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $317.0M | 24.58% | 485,265 | — | — | |
| ▸ 2 | AGG | SH | $188.3M | 14.60% | 1,896,989 | — | — | |
| ▸ 3 | VXUS | SH | $129.3M | 10.03% | 1,676,714 | — | — | |
| ▸ 4 | IGIB | SH | $85.1M | 6.60% | 1,599,851 | — | — | |
| ▸ 5 | VXF | SH | $72.4M | 5.62% | 351,937 | — | — | |
| ▸ 6 | BSV | SH | $55.3M | 4.29% | 705,781 | — | — | |
| ▸ 7 | VUSB | SH | $43.5M | 3.37% | 872,856 | — | — | |
| ▸ 8 | VEU | SH | $35.7M | 2.77% | 474,940 | — | — | |
| ▸ 9 | IXUS | SH | $33.9M | 2.63% | 390,861 | — | — | |
| ▸ 10 | VOO | SH | $28.0M | 2.17% | 46,793 | — | — |
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Frequently Asked Questions
What stocks does Charter Oak Capital Management, LLC hold as of Q1 2026?
Charter Oak Capital Management, LLC reported 208 positions worth $1.29B in its Q1 2026 13F filing. Largest positions: IVV (24.6%), AGG (14.6%), VXUS (10.0%), IGIB (6.6%) and VXF (5.6%).
What did Charter Oak Capital Management, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Charter Oak Capital Management, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.