Grey Fox Wealth Advisors, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1965362
As of 2026-06-30, Grey Fox Wealth Advisors, LLC reported 417.01K BIV (shares), valued at $31.98M, or 5.02% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 7.04%; reported value increased 6.37%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.02% | 417,009 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 5.80% | 389,586 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 4.51% | 282,832 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 3.05% | 191,752 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 2.56% | 139,009 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 1.74% | 85,363 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.31% | 15,176 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 0.31% | 15,176 | $1.13M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 1.74% | 85,363 | $6.54M | Shares increased 462.49%; reported value increased 476.35%, and weight changed +1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 2.56% | 139,009 | $10.75M | Shares increased 62.84%; reported value increased 64.48%, and weight changed +0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 3.05% | 191,752 | $14.97M | Shares increased 37.94%; reported value increased 39.28%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 4.51% | 282,832 | $22.03M | Shares increased 47.50%; reported value increased 47.11%, and weight changed +1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 5.80% | 389,586 | $30.07M | Shares increased 37.74%; reported value increased 36.51%, and weight changed +1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 5.02% | 417,009 | $31.98M | Shares increased 7.04%; reported value increased 6.37%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.