Grey Fox Wealth Advisors, LLC VMFXX — Vanguard Federal Money Market Inv

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

AI Ownership Summary

Grey Fox Wealth Advisors, LLC reported Vanguard Federal Money Market Inv (VMFXX) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows VMFXX at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VMFXX 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 Federal Money Market Inv, 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 Q2

VMFXX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How Grey Fox Wealth Advisors, LLC held VMFXX — position size vs. price
% of Fund (quarterly)    VMFXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 291,771 +8,471 +3.0% 0.05% $292K 2026-07-17 $1.00
2026 Q1 ADDED — — — 283,300 +8,152 +3.0% 0.05% $283K 2026-04-21 $1.00
2025 Q4 ADDED — — — 275,148 +10,512 +4.0% 0.06% $275K 2026-02-12 $1.00
2025 Q3 ADDED — — — 264,636 +182,071 +220.5% 0.05% $265K 2025-10-29 $1.00
2025 Q2 REDUCED 63.6% +0.0% ❌ 82,565 -144,072 -63.6% 0.02% $83K 2025-08-06 $1.00
2024 Q2 ADDED — — — 226,637 +8,024 +3.7% 0.08% $227K 2024-07-30 $1.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VMFXX

As of 2026 Q2 — sorted by position size

Transce3nd, LLC 5.46% Wealthspire Advisors, LLC 3Y 7Y 0.27%

FAQ About Grey Fox Wealth Advisors, LLC and VMFXX

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 VMFXX?

Grey Fox Wealth Advisors, LLC reported VMFXX across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for VMFXX was 0.08% in 2024 Q2.

What is the latest reported VMFXX position on this page?

The most recent filing on this page is 2026 Q2, when Grey Fox Wealth Advisors, LLC reported 291,771 shares, equal to 0.05% of portfolio, with an estimated market value of $292K.

What does the chart on this VMFXX ownership page compare?

The chart compares Grey Fox Wealth Advisors, LLC's quarterly VMFXX 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 VMFXX position?

Based on 13F filing dates vs. subsequent VMFXX price moves, Grey Fox Wealth Advisors, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on VMFXX relative to SPY over the holding period was +954.7%.

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