VB — VANGUARD INDEX FDS

Ownership history in Gray Private Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2024 Q1)
Avg. % of fund
0.86%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,597 -185 -2.7% 0.83% $1.7M $257.95
2025 Q3 ADDED 6,782 +14 +0.2% 0.87% $1.7M $253.38
2025 Q2 ADDED 6,768 +621 +10.1% 0.86% $1.6M $235.40
2025 Q1 ADDED 6,147 +104 +1.7% 0.82% $1.4M $219.54
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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