Valpey Financial Services, LLC Vanguard Scottsdale Fds Total Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Valpey Financial Services, LLC holds 36,071 shares of VTC stock, worth $2.8 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
36,071
Previous 34,580
4.31%
Holding current value
$2.8 Million
Previous $2.67 Billion
5.73%
% of portfolio
1.85%
Previous 1.85%
Shares
2 transactions
Others Institutions Holding VTC
# of Institutions
129Shares Held
9.13MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$191 Million5.1% of portfolio
-
Wedmont Private Capital1.08MShares$84.2 Million3.25% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA874KShares$67.9 Million1.42% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI727KShares$56.4 Million2.48% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA726KShares$56.4 Million1.24% of portfolio