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Grey Fox Wealth Advisors, LLC: VTWG position timeline

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

Grey Fox Wealth Advisors, LLC held 11,822 VTWG 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 11,822 shares
    Change vs previous 13F +706 shares

    0.53% of the 13F portfolio, value $3,400,891.

    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 11,116 shares
    Change vs previous 13F +607 shares

    0.49% of the 13F portfolio, value $2,545,925.

    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 10,509 shares
    Change vs previous 13F -472 shares

    0.51% of the 13F portfolio, value $2,480,070.

    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 10,981 shares
    Change vs previous 13F +216 shares

    0.52% of the 13F portfolio, value $2,567,204.

    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 10,765 shares
    Change vs previous 13F +1,363 shares

    0.54% of the 13F portfolio, value $2,244,281.

    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 9,402 shares
    Change vs previous 13F +3,694 shares

    0.47% of the 13F portfolio, value $1,752,092.

    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 5,708 shares
    Change vs previous 13F +5 shares

    0.33% of the 13F portfolio, value $1,199,434.

    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 5,703 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,181,995.

    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).