Valpey Financial Services, LLC Vanguard Russell 1000 Growth E Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Valpey Financial Services, LLC holds 15,753 shares of VONG stock, worth $1.81 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
15,753Holding current value
$1.81 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
812Shares Held
160MCall Options Held
16.5KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC35.8MShares$4.11 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.16 Billion6.29% of portfolio
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Morgan Stanley New York, NY7.92MShares$909 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.31MShares$839 Million0.28% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.79MShares$550 Million1.37% of portfolio