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Grey Fox Wealth Advisors, LLC: VBTLX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grey Fox Wealth Advisors, LLC on VBTLX, newest first. How the timeline and the estimate are built.

Grey Fox Wealth Advisors, LLC held 275,644 VBTLX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,644 shares
    Change vs previous 13F -13,227 shares

    0.35% of the 13F portfolio, value $2,254,853.

    13F-HR 0001965362-26-000006 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 288,871 shares
    Change vs previous 13F +3,745 shares

    0.46% of the 13F portfolio, value $2,402,578.

    13F-HR 0001965362-26-000004 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 285,126 shares
    Change vs previous 13F +6,774 shares

    0.49% of the 13F portfolio, value $2,404,065.

    13F-HR 0001965362-26-000002 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 278,352 shares
    Change vs previous 13F +90,561 shares

    0.48% of the 13F portfolio, value $2,346,179.

    13F-HR 0001965362-25-000011 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 187,791 shares
    Change vs previous 13F +12,067 shares

    0.36% of the 13F portfolio, value $1,528,521.

    13F-HR 0001965362-25-000006 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 175,724 shares
    Change vs previous 13F +19,066 shares

    0.44% of the 13F portfolio, value $1,659,096.

    13F-HR 0001965362-25-000004 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 156,658 shares
    Change vs previous 13F +24,877 shares

    0.37% of the 13F portfolio, value $1,343,160.

    13F-HR 0001965362-25-000002 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,781 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,300,676.

    13F-HR 0001965362-24-000008 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).