Charter Oak Capital Management, LLC Vanguard Financial ETF Transaction History
Charter Oak Capital Management, LLC
- $1.18 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
785Shares Held
54.8MCall Options Held
87.9KPut Options Held
43.3K-
Bank Of America Corp Charlotte, NC23MShares$2.96 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.63MShares$467 Million0.03% of portfolio
-
Ubs Group Ag1.91MShares$245 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$214 Million0.05% of portfolio
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Pgim Custom Harvest LLC Newark, NJ1.22MShares$157 Million3.5% of portfolio