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 (VUG). 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 | 55,742 | +4,497 | +8.8% | 8.68% | $22.9M | $408.58 |
| 2024 Q3 | ADDED | 51,245 | +2,109 | +4.3% | 7.77% | $19.7M | $381.70 |
| 2024 Q2 | ADDED | 49,136 | +2,136 | +4.5% | 7.93% | $18.4M | $371.40 |
| 2024 Q1 | ADDED | 47,000 | +2,726 | +6.2% | 7.22% | $16.2M | $341.38 |
| 2023 Q4 | ADDED | 44,274 | +2,130 | +5.1% | 6.70% | $13.8M | $307.92 |
| 2023 Q3 | ADDED | 42,144 | +4,284 | +11.3% | 5.88% | $11.5M | $269.20 |
| 2023 Q2 | ADDED | 37,860 | +1,674 | +4.6% | 5.39% | $10.7M | $279.35 |
| 2023 Q1 | REDUCED | 36,186 | -1,345 | -3.6% | 4.93% | $9.0M | $245.90 |
| 2022 Q4 | INITIATED | 37,531 | — | — | 4.64% | $8.0M | — |
As of 2025 Q4 — sorted by position size