SEC 13F Intelligence

Gradient Capital Advisors, LLC / VV

Gradient Capital Advisors, LLC’s Vanguard Index Fds Position

Does Gradient Capital Advisors, LLC own Vanguard Index Fds (VV)? Yes — 24.8K shares worth $9M (+1.98% of its 13F portfolio) as of Q2 2026, down from 25.2K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
24.8K
% of Portfolio
+1.98%
Quarters Held
31
currently held

Position History VV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $9MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8MQ2 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202624.8K$9M+1.98%
Q1 202625.2K$8M+1.95%
Q4 202525.3K$8M+2.05%
Q3 202527.0K$8M+2.23%
Q2 202531.6K$9M+2.66%
Q1 202519.4K$5M+1.63%
Q4 202419.5K$5M+1.69%
Q3 202419.5K$5M+1.70%
Q2 202419.5K$5M+1.74%
Q1 202419.8K$5M+1.74%
Q4 202320.1K$4M+1.67%
Q3 202320.0K$4M+1.63%
Q2 202320.1K$4M+1.63%
Q1 202319.8K$4M+1.57%
Q4 202219.7K$3M+1.56%
Q3 202219.0K$3M+1.48%
Q2 202218.9K$3M+1.56%
Q1 202218.1K$4M+1.60%
Q4 202118.1K$4M+1.67%
Q3 202118.3K$4M+1.68%
Q2 202118.7K$4M+1.76%
Q1 202118.9K$3M+1.85%
Q4 202018.6K$3M+1.86%
Q3 202019.4K$3M+1.89%
Q2 202019.5K$3M+1.89%
Q1 202020.0K$2M+1.92%
Q4 201920.0K$3M+2.06%
Q3 201920.0K$3M+2.04%
Q2 201920.0K$3M+2.07%
Q1 201920.1K$3M+2.08%
Q4 201820.1K$2M+1.99%

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 VV.