Ownership history in Gray Wealth Management Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Gray Wealth Management Inc. 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 43,854 | +2,156 | +5.2% | 4.00% | $10.5M | $236.92 |
| 2024 Q3 | ADDED | 41,698 | +1,425 | +3.5% | 3.91% | $9.9M | $233.03 |
| 2024 Q2 | ADDED | 40,273 | +873 | +2.2% | 3.79% | $8.8M | $213.56 |
| 2024 Q1 | ADDED | 39,400 | +505 | +1.3% | 4.02% | $9.0M | $223.02 |
| 2023 Q4 | REDUCED | 38,895 | -647 | -1.6% | 4.04% | $8.3M | $207.51 |
| 2023 Q3 | ADDED | 39,542 | +1,835 | +4.9% | 3.83% | $7.5M | $182.97 |
| 2023 Q2 | ADDED | 37,707 | +1,706 | +4.7% | 3.77% | $7.5M | $191.74 |
| 2023 Q1 | ADDED | 36,001 | +1,634 | +4.8% | 3.72% | $6.8M | $182.03 |
| 2022 Q4 | INITIATED | 34,367 | — | — | 3.66% | $6.3M | — |
As of 2025 Q4 — sorted by position size