Grey Fox Wealth Advisors »

Vanguard Balanced Index Ptf Admiral shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of Vanguard Balanced Index Ptf Admiral (VBIAX) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in Vanguard Balanced Index Ptf Admiral

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Balanced Index Ptf Admiral held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Balanced Index Ptf Admiral by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 13k 2.05

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Growth Index -admiral Mutual Fund (VIGAX)
Vanguard Real Estate ETF Etf (VNQ)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)

View all positions for Grey Fox Wealth Advisors

Top funds holding Vanguard Balanced Index Ptf Admiral

Alpine Bank Wealth Management
Grey Fox Wealth Advisors
Williams Jones Wealth Management
First Merchants Bank, National Association

View all funds holding Vanguard Balanced Index Ptf Admiral