Charter Oak Capital Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Charter Oak Capital Management, LLC
- $1.27 Billion
- Q3 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 957,125 shares of BSV stock, worth $75.4 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
957,125
Previous 880,583
8.69%
Holding current value
$75.4 Million
Previous $69.3 Million
8.98%
% of portfolio
5.95%
Previous 5.87%
Shares
20 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio