Valpey Financial Services, LLC Vanguard Growth ETF Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 17,422 shares of VUG stock, worth $8.42 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
17,422
Previous 18,052
3.49%
Holding current value
$8.42 Million
Previous $7.91 Billion
5.58%
% of portfolio
5.47%
Previous 5.47%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio