Valpey Financial Services, LLC Vanguard Bd Index Fd Inc Inter 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 Inter stock. As of the latest transaction made, Valpey Financial Services, LLC holds 2,925 shares of BIV stock, worth $227,886. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,925
Previous 2,895
1.04%
Holding current value
$227,886
Previous $224 Million
2.0%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
1,024Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio