Valpey Financial Services, LLC Vanguard Small Cap ETF Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 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 3,615 shares of VB stock, worth $903,063. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,615
Previous 3,690
2.03%
Holding current value
$903,063
Previous $874 Million
5.12%
% of portfolio
0.6%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio