Charter Oak Capital Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 52,408 shares of VOO stock, worth $25.8 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
52,408
Previous 56,136
6.64%
Holding current value
$25.8 Million
Previous $30.2 Million
11.43%
% of portfolio
2.47%
Previous 2.82%
Shares
18 transactions
Others Institutions Holding VOO
# of Institutions
3,559Shares Held
477MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$11.8 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.6 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.5 Billion7.64% of portfolio