Valpey Financial Services, LLC Vanguard Small Cap Value ETF Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 20,914 shares of VBR stock, worth $4.37 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
20,914Holding current value
$4.37 Million% of portfolio
2.82%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,759Shares Held
91.3MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
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Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
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Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio