Valley Financial Group, Inc. Vanguard Transaction History
Valley Financial Group, Inc.
- $176 Billion
- Q3 2025
A detailed history of Valley Financial Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Valley Financial Group, Inc. holds 67,348 shares of VGSH stock, worth $3.95 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
67,348
Previous 72,589
7.22%
Holding current value
$3.95 Million
Previous $4.27 Billion
7.11%
% of portfolio
2.25%
Previous 2.58%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio