Ownership history in Gray Wealth Management Inc. Β· 9 quarters on record
This page tracks every 13F SEC filing in which Gray Wealth Management Inc. reported a position in VANGUARD SCOTTSDALE FDS (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Gray Wealth Management Inc. underperformed the S&P 500 by β18.2% annually on this VCIT position. Timing score: 14% (1/7 decisions correct). Average cost basis: $75.54. Maximum drawdown during holding period: β3.5%.
β Significantly underperformed the S&P 500 by 18.2% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
Best entry: $69.96 (2023 Q2) Β· Worst: $78.14 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Gray Wealth Management Inc. has been actively increasing its VCIT allocation β a bullish signal from insiders.
Currently 1.5% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size