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 (VO). 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 | 37,657 | +1,672 | +4.6% | 3.77% | $9.9M | $260.00 |
| 2024 Q3 | ADDED | 35,985 | +941 | +2.7% | 3.75% | $9.5M | $258.65 |
| 2024 Q2 | ADDED | 35,044 | +787 | +2.3% | 3.66% | $8.5M | $236.49 |
| 2024 Q1 | ADDED | 34,257 | +509 | +1.5% | 3.82% | $8.6M | $243.13 |
| 2023 Q4 | REDUCED | 33,748 | -644 | -1.9% | 3.82% | $7.9M | $225.48 |
| 2023 Q3 | ADDED | 34,392 | +945 | +2.8% | 3.67% | $7.2M | $200.79 |
| 2023 Q2 | ADDED | 33,447 | +683 | +2.1% | 3.70% | $7.4M | $211.51 |
| 2023 Q1 | ADDED | 32,764 | +1,398 | +4.5% | 3.77% | $6.9M | $201.86 |
| 2022 Q4 | INITIATED | 31,366 | — | — | 3.71% | $6.4M | — |
As of 2025 Q4 — sorted by position size