Valpey Financial Services, LLC Vanguard Mid Cap ETF Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 14,953 shares of VO stock, worth $4.29 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
14,953
Previous 15,311
2.34%
Holding current value
$4.29 Million
Previous $4.28 Billion
2.51%
% of portfolio
2.87%
Previous 2.96%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio