Grey Fox Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Grey Fox Wealth Advisors, LLC reported 134 stock positions worth $488.5 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.8%) and Vanguard Ftse Developed ETF (VEA, 9.1%). Compared with Q3 2025, it opened 1 new position, sold out of 525, added to 51 and reduced 78. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +48%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLAND, DE
- CIK
- 0001965362
- Portfolio Value
- $488.5M (Q4 2025)
- SEC Filing
- 0001965362-26-000002 ↗ filed Feb 12, 2026
Holdings Value
Holdings 134 stocks · $488.5M
| VTV Vanguard Mrngstr Val ETF-Aui | 13.19% | 337,318 | $64.4M | Add +3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.82% | 118,405 | $57.8M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 9.07% | 709,603 | $44.3M | Add +8.0% |
| AGG iShares Core U.S. Aggregate | 5.69% | 278,213 | $27.8M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.32% | 122,772 | $26.0M | Add +2.3% |
| BIV Vanguard Intermediate-Term B | 4.51% | 282,832 | $22.0M | Add +47.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.45% | 74,903 | $21.7M | Add +4.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 3.29% | 170,785 | $16.1M | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.74% | 168,131 | $13.4M | Reduce -6.7% |
| SPEM State Street SP PTF Em ETF | 1.96% | 204,859 | $9.6M | Add +4.1% |
| VNQ Vanguard Real Estate ETF | 1.76% | 96,961 | $8.6M | Add +5.7% |
| AAPL Apple Inc. | 1.59% | 28,551 | $7.8M | Reduce -5.6% |
| USHY iShares Broad Usd High Yield | 1.45% | 189,948 | $7.1M | Add +7.1% |
| NVDA Nvidia Corp. | 1.26% | 32,909 | $6.1M | Add +1.4% |
| BLV Vanguard Long-Term Bond ETF | 1.21% | 84,906 | $5.9M | Add +14.6% |
| JMYAX Jpmrgn Smrtrtr BLND 2045-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2045 R6 | 1.15% | 147,003 | $5.6M | Reduce -5.5% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 1.14% | 22,122 | $5.6M | Reduce -18.2% |
| SCHP Schwab U.S. Tips ETF | 1.10% | 202,024 | $5.4M | Add +5.7% |
| EFA iShares MSCI Eafe ETF | 1.06% | 54,078 | $5.2M | Reduce -0.8% |
| SCHV Schwab US Large-Cap Value | 1.05% | 172,431 | $5.1M | Reduce -5.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.93% | 93,773 | $4.5M | Add +6.1% |
| IJH iShares Core S&P Midcap ETF | 0.83% | 61,691 | $4.1M | Reduce -2.3% |
| JOBYX Jpmrgn Smrtrtr BLND 2040-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2040 R6 | 0.80% | 108,664 | $3.9M | Add +3.2% |
| VWO Vanguard Ftse Emerging Marke | 0.71% | 64,532 | $3.5M | Reduce -3.2% |
| VFORX Vanguard TRGT RTRM 2040-Inv | 0.70% | 68,040 | $3.4M | Reduce -10.3% |
| GOOGL Alphabet Inc. Class A | 0.67% | 10,426 | $3.3M | Reduce -4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.67% | 139,039 | $3.2M | Reduce -0.8% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.65% | 75,368 | $3.2M | Add +1.3% |
| IWO iShares Russell 2000 Growth | 0.62% | 9,351 | $3.0M | Reduce -3.5% |
| VTHRX Vanguard TRGT RTRM 2030-Inv | 0.62% | 71,176 | $3.0M | Reduce -5.9% |
| VTMGX Vanguard Dev MKT Indx-Adm | 0.60% | 173,764 | $2.9M | Add +1.2% |
| VONG Vanguard Russell 1000 Growth | 0.56% | 22,565 | $2.7M | Add +0.1% |
| MUB iShares National Muni Bond E | 0.53% | 24,003 | $2.6M | Add +29.3% |
| VTWG Vanguard Russell 2000 Growth | 0.51% | 10,509 | $2.5M | Reduce -4.3% |
| JNYAX Jpmrgn Smrtrtr BLND 2050-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2050 R6 | 0.50% | 62,321 | $2.4M | Add +0.4% |
| VBTLX Vanguard TTL BD MKT Idx-Adm | 0.49% | 285,126 | $2.4M | Add +2.4% |
| DFAC Dimensional US Core Equity 2 | 0.48% | 58,679 | $2.3M | Reduce -1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.45% | 44,113 | $2.2M | Add +2.2% |
| VTTHX Vanguard TRGT RTRM 2035-Inv | 0.44% | 277,128 | $2.2M | Add +8.4% |
| JNJ Johnson & Johnson | 0.43% | 10,120 | $2.1M | Reduce -2.3% |
| JTYBX Jpmrgn Smrtrtr BLND 2055-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2055 R6 | 0.40% | 50,711 | $2.0M | Add +7.3% |
| VTIVX Vanguard TRGT RTRM 2045-Inv | 0.37% | 121,118 | $1.8M | Add +10.4% |
| VFIFX Vanguard TRGT RTRM 2050-Inv | 0.36% | 45,543 | $1.8M | Add +4.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 21,855 | $1.8M | Reduce -0.3% |
| JRBYX Jpmrgn Smrtrtr BLND 2030-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2030 R6 | 0.35% | 59,372 | $1.7M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 3,358 | $1.7M | Reduce -5.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.33% | 17,485 | $1.6M | Reduce -2.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.31% | 31,617 | $1.5M | Reduce -3.3% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 0.31% | 4,217 | $1.5M | Reduce -52.9% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 19,016 | $1.5M | Reduce -19.3% |
| VTINX Vanguard TRGT Rtrmnt Inc.-Inv | 0.30% | 104,777 | $1.5M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.29% | 6,227 | $1.4M | Reduce -4.2% |
| VSIAX VNGD Mrgst SML-CP VL Idx-Adm | 0.28% | 15,243 | $1.4M | Reduce -41.2% |
| VTTVX Vanguard TRGT RTRM 2025-Inv | 0.27% | 75,655 | $1.3M | Add +8.5% |
| IYR iShares US Real Estate ETF | 0.27% | 14,027 | $1.3M | Add +34.5% |
| IUSG iShares Core S&P U.S. Growth | 0.24% | 7,020 | $1.2M | Reduce -8.1% |
| TIP iShares Tips Bond ETF | 0.24% | 10,571 | $1.2M | Reduce -8.6% |
| VFIAX Vanguard 500 Index-Adm | 0.24% | 1,837 | $1.2M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 3,793 | $1.2M | Reduce -5.4% |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,839 | $1.2M | Reduce -6.2% |
| GOOG Alphabet Inc. Class C | 0.23% | 3,566 | $1.1M | Reduce -7.1% |
| IWN iShares Russell 2000 Value E | 0.21% | 5,794 | $1.0M | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.21% | 959 | $1.0M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,038 | $979K | Reduce -15.3% |
| MSFT Microsoft Corp. | 0.20% | 2,018 | $976K | Reduce -6.8% |
| IUSV iShares Core S&P U.S. Value | 0.20% | 9,467 | $971K | Reduce -12.2% |
| VTWNX Vanguard TRGT RTRM 2020-Inv | 0.20% | 74,640 | $966K | Reduce -1.0% |
| Invesco Stable Asset Fund - ADPZ Class | 0.19% | 915,845 | $916K | Add +0.5% |
| BND Vanguard Total Bond Market | 0.18% | 11,973 | $887K | Reduce -25.7% |
| ILTB iShares Core 10+ Year Usd Bo | 0.18% | 17,704 | $880K | Add +118.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 1,275 | $872K | Reduce -5.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.16% | 10,624 | $759K | Reduce -5.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 10,087 | $742K | Reduce -0.9% |
| JPYRX Jpmrgn Smrtrtr BLND 2035-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2035 R6 | 0.13% | 19,547 | $647K | Reduce -8.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,026 | $631K | Reduce -2.0% |
| JAAYX Jpmrgn Smrtrtr BLND 2060-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2060 R6 | 0.13% | 20,572 | $620K | Reduce -11.7% |
| VGT Vanguard Info Tech ETF | 0.12% | 788 | $594K | Add +0.3% |
| ABBV Abbvie Inc. | 0.12% | 2,595 | $593K | Reduce -2.6% |
| JBYSX Jpmrgn Smrtrtr BLND 2025-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2025 R6 | 0.12% | 23,521 | $592K | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 0.12% | 842 | $576K | Reduce -9.2% |
| SCHH Schwab US REIT ETF | 0.11% | 25,857 | $540K | Add +6.3% |
| VBIRX Vanguard S/T BND Indx-Adm | 0.11% | 52,210 | $540K | Reduce -15.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,557 | $522K | Reduce -1.5% |
| NFLX Netflix Inc. | 0.11% | 5,520 | $518K | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 15,859 | $517K | Reduce -3.3% |
| IWV iShares Russell 3000 ETF | 0.10% | 1,318 | $510K | No change |
| AVGO Broadcom Inc. | 0.10% | 1,454 | $503K | Reduce -2.2% |
| HD Home Depot Inc. | 0.09% | 1,338 | $460K | Reduce -1.4% |
| SYK Stryker Corp. | 0.09% | 1,296 | $457K | Reduce -16.6% |
| ESGU iShares ESG Aware MSCI USA | 0.09% | 3,063 | $456K | Reduce -17.7% |
| QUAIX AB Small Cap Growth-I | 0.09% | 5,680 | $436K | Add +0.6% |
| VFFVX Vanguard TRGT RTRM 2055-Inv | 0.09% | 34,393 | $432K | Add +40.8% |
| VEXRX Vanguard Explorer Fund-Adm | 0.09% | 4,020 | $429K | Reduce -3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,931 | $424K | Reduce -2.5% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.09% | 3,137 | $418K | Reduce -18.5% |
| AM Antero Midstream Corp. | 0.08% | 23,016 | $409K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 4,583 | $395K | Add +1.3% |
| VSVNX Vanguard TRGT RTRM 2070-Inv | 0.08% | 12,275 | $391K | Reduce -4.5% |
| WMT Walmart Inc. | 0.08% | 3,473 | $388K | Add +0.5% |
| DHR Danaher Corp. | 0.08% | 1,647 | $378K | Reduce -2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.7% | 2.74% | −0.19 |
| VGSLX Vanguard Real Est Indx-Adm | Sold out | 0.00% | −0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -58.2% | 0.06% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 5.69% | −0.08 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Reduce -52.9% | 0.31% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -19.3% | 0.31% | −0.07 |
| BND Vanguard Total Bond Market | Reduce -25.7% | 0.18% | −0.06 |
| VSCSX Vanguard St Corp. BD Idx-Adm | Sold out | 0.00% | −0.06 |
| JMYAX Jpmrgn Smrtrtr BLND 2045-R6 | Reduce -5.5% | 1.15% | −0.06 |
| MADCX BlackRock Emerg Mrkts-I | Sold out | 0.00% | −0.05 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.05 |
| JIYBX Jpmrgn Smrtrtr BLND Inc.-R6 | Sold out | 0.00% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.05 |
| VSIAX VNGD Mrgst SML-CP VL Idx-Adm | Reduce -41.2% | 0.28% | −0.05 |
| SMLV SS SPDR US SC Low Vol Idx | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.04 |
| VTHRX Vanguard TRGT RTRM 2030-Inv | Reduce -5.9% | 0.62% | −0.04 |
| VSEQX Vanguard Strategic Eq-Inv | Sold out | 0.00% | −0.04 |
| VSGAX VNGD Mrgst SC GRW Idx FD-Adm | Sold out | 0.00% | −0.04 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.04 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.04 |
| GRBK Green Brick Partners Inc. | Sold out | 0.00% | −0.04 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.04 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.03 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -5.1% | 1.05% | −0.03 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.03 |
| Amplify Mobile Payments ETF | Sold out | 0.00% | −0.03 |
| DFAX Dimensional World Ex US Core | Sold out | 0.00% | −0.03 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | Reduce -18.2% | 1.14% | −0.03 |
| OS Onestream Inc. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -15.3% | 0.20% | −0.03 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.03 |
| VTABX Vanguard TTL Intl BND-Adm | Sold out | 0.00% | −0.03 |
| SUSIX State St Inst US Eqty-I | Reduce -36.6% | 0.04% | −0.03 |
| MSFT Microsoft Corp. | Reduce -6.8% | 0.20% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.2% | 0.71% | −0.03 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.03 |
| VLXVX Vanguard TRGT RTRM 2065-Inv | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| BIV Vanguard Intermediate-Term B | Add +47.5% | 4.51% | +1.46 |
| VEA Vanguard Ftse Developed ETF | Add +8.0% | 9.07% | +1.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.6% | 13.19% | +0.75 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.3% | 5.32% | +0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.7% | 4.45% | +0.15 |
| BLV Vanguard Long-Term Bond ETF | Add +14.6% | 1.21% | +0.14 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +4.0% | 3.29% | +0.14 |
| MUB iShares National Muni Bond E | Add +29.3% | 0.53% | +0.12 |
| ILTB iShares Core 10+ Year Usd Bo | Add +118.4% | 0.18% | +0.10 |
| USHY iShares Broad Usd High Yield | Add +7.1% | 1.45% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +4.1% | 1.96% | +0.09 |
| IYR iShares US Real Estate ETF | Add +34.5% | 0.27% | +0.06 |
| ET Energy Transfer LP | New | 0.06% | +0.06 |
| VFIFX Vanguard TRGT RTRM 2050-Inv | Add +4.3% | 0.36% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +5.7% | 1.76% | +0.05 |
| SCHP Schwab U.S. Tips ETF | Add +5.7% | 1.10% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.1% | 0.93% | +0.04 |
| JTYBX Jpmrgn Smrtrtr BLND 2055-R6 | Add +7.3% | 0.40% | +0.03 |
| VTMGX Vanguard Dev MKT Indx-Adm | Add +1.2% | 0.60% | +0.03 |
| JOBYX Jpmrgn Smrtrtr BLND 2040-R6 | Add +3.2% | 0.80% | +0.03 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Add +1.3% | 0.65% | +0.03 |
| RIVN Rivian Automotive Inc. Class A | Add +6.5% | 0.08% | +0.02 |
| NVDA Nvidia Corp. | Add +1.4% | 1.26% | +0.02 |
| JRBYX Jpmrgn Smrtrtr BLND 2030-R6 | Add +4.7% | 0.35% | +0.01 |
| VBTLX Vanguard TTL BD MKT Idx-Adm | Add +2.4% | 0.49% | +0.01 |
| VTTHX Vanguard TRGT RTRM 2035-Inv | Add +8.4% | 0.44% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.2% | 0.45% | +0.01 |
| VTTVX Vanguard TRGT RTRM 2025-Inv | Add +8.5% | 0.27% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.56% | +0.01 |
| JNYAX Jpmrgn Smrtrtr BLND 2050-R6 | Add +0.4% | 0.50% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 0.08% | +0.01 |
| FXAIX Fidelity 500 Index Fund | Add +27.0% | 0.02% | +0.00 |
| SCHH Schwab US REIT ETF | Add +6.3% | 0.11% | +0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1.3% | 0.08% | +0.00 |
| QUAIX AB Small Cap Growth-I | Add +0.6% | 0.09% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +1.3% | 0.06% | +0.00 |
| VMFXX Vanguard Federal Money MRKT | Add +4.0% | 0.06% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.4% | 0.04% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.12% | +0.00 |
| Invesco Stable Asset Fund - ADPZ Class | Add +0.5% | 0.19% | +0.00 |
| IYJ iShares U.S. Industrials ETF | Add +0.1% | 0.06% | +0.00 |
| VTINX Vanguard TRGT Rtrmnt Inc.-Inv | Add +1.4% | 0.30% | +0.00 |
| RSPN Invesco S&P 500 Equal Weight | Add +0.1% | 0.06% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.1% | 0.04% | +0.00 |
| XSD SS SPDR S&P Semiconductor | Add +0.1% | 0.06% | +0.00 |
| VUSXX Vanguard Treasury MMKT-Inv | Add +6.8% | 0.01% | +0.00 |
| VWEAX Vanguard Hi YLD Corp.-Adm | Add +0.0% | 0.05% | +0.00 |
| PICB Invesco International Corpor | Add +0.1% | 0.05% | +0.00 |
| VTIVX Vanguard TRGT RTRM 2045-Inv | Add +10.4% | 0.37% | −0.01 |
| VFFVX Vanguard TRGT RTRM 2055-Inv | Add +40.8% | 0.09% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $637.4M | VTV, VUG, VEA, AGG, BIV |
| Q1 2026 | 140 | $518.0M | VTV, VUG, VEA, BIV, AGG |
| Q4 2025 | 134 | $488.5M | VTV, VUG, VEA, AGG, VBR |
| Q3 2025 | 658 | $490.5M | VTV, VUG, VEA, AGG, VBR |
| Q2 2025 | 137 | $419.5M | VTV, VUG, VEA, AGG, VBR |
| Q1 2025 | 129 | $374.9M | VTV, VUG, VEA, AGG, VBR |
| Q4 2024 | 128 | $364.7M | VTV, VUG, AGG, VEA, VBR |
| Q3 2024 | 138 | $358.8M | VTV, VUG, AGG, VEA, VBR |
| Q2 2024 | 128 | $284.4M | VTV, VUG, VEA, AGG, VCSH |
| Q1 2024 | 126 | $265.9M | VTV, VUG, VEA, AGG, VBR |