SEC 13F Intelligence

Grey Fox Wealth Advisors, LLC / VUG

Grey Fox Wealth Advisors, LLC’s Vanguard Index Fds Position

Does Grey Fox Wealth Advisors, LLC own Vanguard Index Fds (VUG)? Yes119.8K shares worth $52M (+10.10% of its 13F portfolio) as of Q1 2026, up from 118.4K shares the prior filed quarter.

Position Value
$52M
Q1 2026
Shares
119.8K
% of Portfolio
+10.10%
Quarters Held
14
currently held

Position History VUG

Reported value by quarter
Q4 ’22: $10MQ4 ’22Q1 ’23: $14MQ2 ’23: $21MQ2 ’23Q3 ’23: $21MQ4 ’23: $26MQ4 ’23Q1 ’24: $30MQ2 ’24: $34MQ2 ’24Q3 ’24: $41MQ4 ’24: $45MQ4 ’24Q1 ’25: $41MQ2 ’25: $51MQ2 ’25Q3 ’25: $58MQ4 ’25: $58MQ4 ’25Q1 ’26: $52Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026119.8K$52M+10.10%
Q4 2025118.4K$58M+11.82%
Q3 2025120.9K$58M+11.84%
Q2 2025116.3K$51M+12.17%
Q1 2025111.7K$41M+11.04%
Q4 2024111.8K$45M+12.25%
Q3 2024109.8K$41M+11.45%
Q2 202494.1K$34M+12.00%
Q1 202487.3K$30M+11.29%
Q4 202382.8K$26M+11.19%
Q3 202376.9K$21M+10.51%
Q2 202372.6K$21M+10.57%
Q1 202357.0K$14M+8.40%
Q4 202246.4K$10M+6.52%

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