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Grey Fox Wealth Advisors, LLC: VTMGX position timeline

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

Grey Fox Wealth Advisors, LLC held 173,595 VTMGX 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 173,595 shares
    Change vs previous 13F -634 shares

    0.51% of the 13F portfolio, value $3,280,301.

    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 174,229 shares
    Change vs previous 13F +465 shares

    0.57% of the 13F portfolio, value $2,968,184.

    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 173,764 shares
    Change vs previous 13F +2,014 shares

    0.6% of the 13F portfolio, value $2,913,346.

    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 171,750 shares
    Change vs previous 13F +56,611 shares

    0.57% of the 13F portfolio, value $2,774,029.

    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 115,139 shares
    Change vs previous 13F +29,216 shares

    0.46% of the 13F portfolio, value $1,932,043.

    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 85,923 shares
    Change vs previous 13F -12,773 shares

    0.37% of the 13F portfolio, value $1,403,982.

    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 98,696 shares
    Change vs previous 13F +17,188 shares

    0.42% of the 13F portfolio, value $1,515,967.

    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 81,508 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,383,175.

    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).