Valpey Financial Services, LLC Vanguard Small Cap ETF Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 3,690 shares of VB stock, worth $886,042. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,690Holding current value
$886,042% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,380Shares Held
168MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.67 Billion1.26% of portfolio
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Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
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Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio