Valpey Financial Services, LLC Incresed Positions in Q3 2025

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
356
+ 0.82%
$175.51 - $186.57 $62.5K - $66.4K
43.9K $8.19B
AAPL
Apple Inc.

Technology
1.24K
+ 54.36%
$202.38 - $256.87 $251K - $319K
3.52K $897M
BNDX
Vanguard Total International B

ETFs
6.68K
+ 5.34%
$49.0 - $49.51 $327K - $331K
132K $6.52B
SCHO
Schwab Short Term Us Treasury

ETFs
12.9K
+ 6.8%
$24.23 - $24.42 $311K - $314K
202K $4.92B
SCHV
Schwab Strategic Tr Us Large C

ETFs
516
+ 0.25%
$27.61 - $29.15 $14.2K - $15K
207K $6.04B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.55K
+ 4.45%
$78.11 - $79.07 $199K - $202K
59.9K $4.72B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.96K
+ 3.01%
$72.57 - $74.72 $142K - $147K
67.1K $4.99B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.77K
+ 4.52%
$22.9 - $23.58 $155K - $160K
157K $3.67B
VTC
Vanguard Scottsdale Fds Total

ETFs
1.49K
+ 4.31%
$76.18 - $78.81 $114K - $118K
36.1K $2.83B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
169
+ 0.47%
$52.12 - $55.33 $8.81K - $9.35K
35.8K $1.98B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.42K
+ 5.08%
$20.84 - $21.03 $113K - $114K
112K $2.35B
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.52K
+ 5.31%
$26.44 - $27.1 $93.2K - $95.5K
69.8K $1.88B
VUSB
Vanguard Bd Index Fds
1.86K
+ 19.5%
N/A
11.4K $568M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
624
+ 2.23%
$97.75 - $100.75 $61K - $62.9K
28.6K $2.87B
VGSH
Vanguard

ETFs
1.52K
+ 16.0%
$58.43 - $58.88 $88.6K - $89.3K
11K $647M
SPYG
Spdr Portfolio

ETFs
190
+ 2.55%
$94.33 - $105.31 $17.9K - $20K
7.65K $800M
IDEV
Ishares Core Msci Intl Develop

ETFs
468
+ 4.35%
$74.68 - $80.26 $35K - $37.6K
11.2K $900M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
537
+ 5.32%
$42.26 - $47.16 $22.7K - $25.3K
10.6K $492M
AOK
Ishares Tr Core Conservative A

ETFs
1.01K
+ 10.44%
$38.64 - $40.17 $38.9K - $40.5K
10.6K $428M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
554
+ 4.78%
$82.38 - $83.0 $45.6K - $46K
12.1K $1.01B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
283
+ 2.12%
$45.6 - $46.92 $12.9K - $13.3K
13.7K $638M
VCIT
Vanguard Intermediate Term Cor

ETFs
151
+ 3.7%
$81.75 - $84.54 $12.3K - $12.8K
4.23K $356M
FLRN
Spdr Bloomberg Investment Grad

ETFs
545
+ 5.7%
$30.71 - $30.86 $16.7K - $16.8K
10.1K $312M
AOA
Ishares Tr Core Aggressive All

ETFs
18
+ 0.64%
$82.71 - $88.14 $1.49K - $1.59K
2.81K $248M
GIGB
Goldman Sachs ETF Access Invt
59
+ 0.62%
N/A
9.55K $446M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26
+ 0.53%
$72.01 - $74.44 $1.87K - $1.94K
4.94K $363M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
30
+ 1.04%
$76.16 - $78.59 $2.28K - $2.36K
2.93K $228M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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