SEC 13F Intelligence

Gradient Capital Advisors, LLC / VO

Gradient Capital Advisors, LLC’s Vanguard Index Fds Position

Does Gradient Capital Advisors, LLC own Vanguard Index Fds (VO)? Yes — 55.0K shares worth $4M (+1.03% of its 13F portfolio) as of Q2 2026, up from 14.3K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
55.0K
% of Portfolio
+1.03%
Quarters Held
31
currently held

Position History VO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4MQ2 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202655.0K$4M+1.03%
Q1 202614.3K$4M+1.07%
Q4 202514.6K$4M+1.09%
Q3 202515.0K$4M+1.18%
Q2 202515.1K$4M+1.25%
Q1 202515.1K$4M+1.28%
Q4 202415.2K$4M+1.29%
Q3 202414.8K$4M+1.29%
Q2 202414.8K$4M+1.28%
Q1 202414.7K$4M+1.35%
Q4 202315.1K$4M+1.34%
Q3 202315.3K$3M+1.33%
Q2 202315.3K$3M+1.35%
Q1 202315.3K$3M+1.37%
Q4 202215.3K$3M+1.42%
Q3 202214.8K$3M+1.33%
Q2 202216.4K$3M+1.55%
Q1 202215.7K$4M+1.59%
Q4 202112.7K$3M+1.34%
Q3 202112.6K$3M+1.37%
Q2 202112.7K$3M+1.42%
Q1 202112.7K$3M+1.49%
Q4 202013.0K$3M+1.53%
Q3 202013.6K$2M+1.49%
Q2 202013.6K$2M+1.50%
Q1 202011.3K$1M+1.20%
Q4 201910.4K$2M+1.29%
Q3 201910.5K$2M+1.31%
Q2 201910.5K$2M+1.35%
Q1 201910.8K$2M+1.39%
Q4 201810.1K$1M+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of VO.