Grey Fox Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 104,799 shares of VBR stock, worth $20.7 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares

104,799

Previous 102,565 2.18%

Holding current value

$20.7 Million

Previous $20.6 Billion 0.85%

% of portfolio

5.69%

Previous 5.74%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$197.36 - $217.3 $440,902 - $485,448	2,234 Added 2.18%	104,799 $20.8 Billion
Q3 2024 Oct 22, 2024	BUY	$179.99 - $201.6 $3.37 Million - $3.78 Million	18,735 Added 22.35%	102,565 $20.6 Billion
Q2 2024 Jul 30, 2024	BUY	$177.65 - $191.11 $826,427 - $889,043	4,652 Added 5.88%	83,830 $15.4 Billion
Q1 2024 Apr 11, 2024	BUY	$172.45 - $191.88 $1.43 Million - $1.59 Million	8,272 Added 11.67%	79,178 $15.2 Billion
Q4 2023 Jan 17, 2024	BUY	$149.18 - $181.94 $1.51 Million - $1.84 Million	10,096 Added 16.6%	70,906 $12.8 Billion
Q3 2023 Oct 24, 2023	BUY	$157.33 - $174.39 $2.15 Million - $2.38 Million	13,655 Added 28.96%	60,810 $9.7 Billion
Q2 2023 Aug 03, 2023	BUY	$150.74 - $165.4 $811,282 - $890,182	5,382 Added 12.88%	47,155 $7.8 Billion
Q1 2023 May 09, 2023	BUY	$150.22 - $177.69 $714,145 - $844,738	4,754 Added 12.84%	41,773 $6.63 Billion
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $5.45 Million - $6.28 Million	37,019 New	37,019 $5.88 Billion

Others Institutions Holding VBR

# of Institutions

1,701

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Grey Fox Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History