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Small Cap Value Admiral Shares shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of Small Cap Value Admiral Shares (VSIAX) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in Small Cap Value Admiral Shares

Tip: Access up to 7 years of quarterly data

All positions including Small Cap Value Admiral Shares held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Value Admiral Shares by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $485k 5.9k 82.44
2023-12-31 $638k 8.3k 77.34
2023-09-30 $557k 8.1k 68.51
2023-06-30 $578k 8.1k 71.07

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Target Retirement 2045 Inv Fund Mutual Fund (VTIVX)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Vanguard Target Retirement 2040 Inv Fund Mutual Fund (VFORX)
Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Grey Fox Wealth Advisors

Top funds holding Small Cap Value Admiral Shares

Fulton Bank, NA
Arvest Trust Co N A
Grey Fox Wealth Advisors
Tower Bridge Advisors
ORG Partners

View all funds holding Small Cap Value Admiral Shares