Valpey Financial Services, LLC Vanguard Bd Index Fd Inc Total Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Valpey Financial Services, LLC holds 67,069 shares of BND stock, worth $4.97 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
67,069
Previous 65,108
3.01%
Holding current value
$4.97 Million
Previous $4.79 Billion
4.05%
% of portfolio
3.26%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,877Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio