Charter Oak Capital Management, LLC Vanguard Industrial ETF Transaction History
Charter Oak Capital Management, LLC
- $1.27 Billion
- Q4 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 948 shares of VIS stock, worth $276,977. This represents 0.02% of its overall portfolio holdings.
Number of Shares
948
Previous 948
-0.0%
Holding current value
$276,977
Previous $280,000
1.43%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VIS
# of Institutions
588Shares Held
12.7MCall Options Held
3.3KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.92MShares$1.14 Billion0.08% of portfolio
-
Morgan Stanley New York, NY934KShares$273 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ924KShares$270 Million4.22% of portfolio
-
Wells Fargo & Company San Francisco, CA533KShares$156 Million0.03% of portfolio
-
Beacon Capital Management, Inc.398KShares$116 Million6.13% of portfolio