Gratus Wealth Advisors, LLC VB holdings history
VANGUARD MOST SM-CAP ETF-USD · CUSIP 922908751 · CIK 2022161
As of 2025-12-31, Gratus Wealth Advisors, LLC reported 1.19K VB (shares), valued at $306.67K, or 0.04% of its reported non-derivative portfolio. Filed 2026-02-04.
Verify history & sources →Shares decreased 4.11%; reported value decreased 2.75%, and weight changed +0.00 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 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 0.04% | 1,189 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 0.04% | 1,240 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 0.04% | 1,239 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 0.08% | 2,146 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.83% | 99,481 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 3.79% | 98,775 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 3.79% | 96,752 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 3.83% | 99,036 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 4.40% | 104,711 | SEC filing ↗Filed May 9, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 4.40% | 104,711 | $22.34M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 9, 2024 |
| Q1 2024 | 3.83% | 99,036 | $20.87M | Shares decreased 5.42%; reported value decreased 6.56%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 3.79% | 96,752 | $21.98M | Shares decreased 2.31%; reported value increased 5.31%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 3.79% | 98,775 | $23.19M | Shares increased 2.09%; reported value increased 5.47%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 3.83% | 99,481 | $23.90M | Shares increased 0.71%; reported value increased 3.10%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.08% | 2,146 | $475.80K | Shares decreased 97.84%; reported value decreased 98.01%, and weight changed -3.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.04% | 1,239 | $293.63K | Shares decreased 42.26%; reported value decreased 38.29%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 0.04% | 1,240 | $315.35K | Shares increased 0.08%; reported value increased 7.39%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 0.04% | 1,189 | $306.67K | Shares decreased 4.11%; reported value decreased 2.75%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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