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Grey Fox Wealth Advisors, LLC: VVIAX position timeline

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

Grey Fox Wealth Advisors, LLC held 78,873 VVIAX 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 78,873 shares
    Change vs previous 13F +1,542 shares

    0.59% of the 13F portfolio, value $3,758,055.

    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 77,331 shares
    Change vs previous 13F +1,963 shares

    0.64% of the 13F portfolio, value $3,323,953.

    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 75,368 shares
    Change vs previous 13F +937 shares

    0.65% of the 13F portfolio, value $3,165,501.

    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 74,431 shares
    Change vs previous 13F +39,656 shares

    0.62% of the 13F portfolio, value $3,048,041.

    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 34,775 shares
    Change vs previous 13F +1,191 shares

    0.57% of the 13F portfolio, value $2,397,750.

    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 33,584 shares
    Change vs previous 13F +1,973 shares

    0.6% of the 13F portfolio, value $2,262,819.

    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 31,611 shares
    Change vs previous 13F +5,509 shares

    0.57% of the 13F portfolio, value $2,087,552.

    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 26,102 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,778,291.

    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).