Charter Oak Capital Management, LLC Vanguard Small Cap ETF Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 3,374 shares of VB stock, worth $842,285. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,374
Previous 3,314
1.81%
Holding current value
$842,285
Previous $786,000
3.05%
% of portfolio
0.08%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,170Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio