Valpey Financial Services, LLC Vanguard Mid Cap ETF Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 15,311 shares of VO stock, worth $4.48 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
15,311Holding current value
$4.48 Million% of portfolio
2.96%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,434Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
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Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
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Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio