Charter Oak Capital Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 832,332 shares of BSV stock, worth $65.1 Million. This represents 6.0% of its overall portfolio holdings.
Number of Shares
832,332
Previous 768,667
8.28%
Holding current value
$65.1 Million
Previous $59.4 Million
9.64%
% of portfolio
6.0%
Previous 5.53%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,358Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.39 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.11 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio