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.
| 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 |
| 2024 Q4 | ADDED | 6,043 | +3 | +0.0% | 0.87% | $1.5M | $236.92 |
| 2024 Q3 | ADDED | 6,040 | +3 | +0.0% | 0.86% | $1.4M | $233.03 |
| 2024 Q2 | REDUCED | 6,037 | -9 | -0.1% | 0.84% | $1.3M | $213.56 |
| 2024 Q1 | INITIATED | 6,046 | — | — | 0.91% | $1.4M | — |
As of 2025 Q4 — sorted by position size