Grey Fox Wealth Advisors, LLC BLV — Vanguard Long Term Bond ETF

Ownership history in Grey Fox Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Grey Fox Wealth Advisors, LLC reported Vanguard Long Term Bond ETF (BLV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.21% in 2025 Q4. The latest visible filing shows BLV at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grey Fox Wealth Advisors, LLC's position in Vanguard Long Term Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLV was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BLV stock page Grey Fox Wealth Advisors, LLC fund profile Grey Fox Wealth Advisors, LLC full holdings
How Grey Fox Wealth Advisors, LLC held BLV — position size vs. price
% of Fund (quarterly)    BLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,479 -78,427 -92.4% 0.09% $446K 2026-04-21 $69.04
2025 Q4 ADDED — — — 84,906 +10,803 +14.6% 1.21% $5.9M 2026-02-12 $70.22
2025 Q3 ADDED — — — 74,103 +9,948 +15.5% 1.07% $5.3M 2025-10-29 $70.30
2025 Q2 ADDED — — — 64,155 +4,179 +7.0% 1.06% $4.5M 2025-08-06 $67.43
2025 Q1 ADDED — — — 59,976 +13,558 +29.2% 1.13% $4.2M 2025-05-02 $65.38
2024 Q4 ADDED — — — 46,418 +9,420 +25.5% 0.87% $3.2M 2025-02-11 $65.43
2024 Q3 INITIATED — — — 36,998 — — 0.78% $2.8M 2024-10-22 $66.70

🏢 Other funds also holding BLV

As of 2026 Q1 — sorted by position size

Platt Investment Counsel, LLC 3Y 8.58% WINCAP FINANCIAL LLC 8.33% Greystone Financial Group, LLC 3Y 4.95% Strong Tower Advisory Services 3Y 4.41% Vertrix Wealth Management, LLC 4.11% DiPaolo Financial Group, Inc. 3.99% Rochester Wealth Strategies, LLC 3.72% Parker Financial LLC 3Y 2.9% Main Line Retirement Advisors, LLC 2.4% FLAGSTAR ADVISORS INC 3Y 2.2%

FAQ About Grey Fox Wealth Advisors, LLC and BLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grey Fox Wealth Advisors, LLC reported owning BLV?

Grey Fox Wealth Advisors, LLC reported BLV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BLV position in Grey Fox Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BLV was 1.21% in 2025 Q4.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2026 Q1, when Grey Fox Wealth Advisors, LLC reported 6,479 shares, equal to 0.09% of portfolio, with an estimated market value of $446K.

What does the chart on this BLV ownership page compare?

The chart compares Grey Fox Wealth Advisors, LLC's quarterly BLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grey Fox Wealth Advisors, LLC time their BLV position?

Based on 13F filing dates vs. subsequent BLV price moves, Grey Fox Wealth Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BLV relative to SPY over the holding period was -10.8%.

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