Valpey Financial Services, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Valpey Financial Services, LLC holds 59,850 shares of BSV stock, worth $4.71 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
59,850
Previous 57,299
4.45%
Holding current value
$4.71 Million
Previous $4.51 Billion
4.73%
% of portfolio
3.09%
Previous 3.12%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio