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Vanguard Industrials ETF shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials ETF held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Industrials ETF by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 948 244.15
2023-12-31 $209k 948 220.43
2022-06-30 $10k 64 156.25
2022-03-31 $10k 49 204.08

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding Vanguard Industrials ETF

Bank of America Corporation
Beacon Capital Management
Wells Fargo & Company
UBS Group
LPL Financial
Stifel Financial
Jpmorgan Chase & Co
Compass Financial Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
M^T Bank Corporation
HighTower Advisors
KCM Investment Advisors
Commonwealth Equity Services

View all funds holding Vanguard Industrials ETF