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 (VNQ). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 90,235 | +3,082 | +3.5% | 3.90% | $8.0M | $88.49 |
| 2025 Q3 | ADDED | 87,153 | +1,312 | +1.5% | 4.02% | $8.0M | $90.59 |
| 2025 Q2 | ADDED | 85,841 | +3,474 | +4.2% | 4.11% | $7.6M | $87.42 |
| 2025 Q1 | ADDED | 82,367 | +5,718 | +7.5% | 4.49% | $7.5M | $88.01 |
| 2024 Q4 | REDUCED | 76,649 | -690 | -0.9% | 4.07% | $6.8M | $85.71 |
| 2024 Q3 | ADDED | 77,339 | +1,388 | +1.8% | 4.50% | $7.5M | $92.83 |
| 2024 Q2 | ADDED | 75,951 | +2,032 | +2.7% | 4.08% | $6.4M | $79.15 |
| 2024 Q1 | INITIATED | 73,919 | — | — | 4.21% | $6.4M | — |
As of 2025 Q4 — sorted by position size