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 $836,583. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,374
Previous 3,314
1.81%
Holding current value
$836,583
Previous $786,000
3.05%
% of portfolio
0.08%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio