Form 13-F position report

VANGUARD INDEX FDS

Reported by Gratus Wealth Advisors LLC

VO CUSIP 922908629 Manager CIK 0002022161

Reported 77,424 shares, up 37,554 (94.2%) from the prior quarter.

Reported value 92.2%; share count 94.2% vs. the prior quarter.

Added
% of reported 13F value 3.22% This manager · Q1 2026
Shares 77,424 Quarter-end amount reported
Reported value $22,234,506 Fair value at quarter end
Consecutive quarters held 10 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-12-31 18193626
2024-03-31 9847600
2024-06-30 10032877
2024-09-30 10680766
2024-12-31 10695811
2025-03-31 10163941
2025-06-30 10984234
2025-09-30 11588891
2025-12-31 11571129
2026-03-31 22234506
2026-06-30 25653829
2026-09-30 25065769

Quarterly position history

How this manager's reported quarter-end position changed over time.

12 quarters
Quarterly reported position history for VANGUARD INDEX FDS held by Gratus Wealth Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 319,635 +1,231 (0.4%) 3.2% $25,065,769 2026-10-26
Q2 2026 Added 318,404* +8,708 (2.8%) 3.27% $25,653,829 2026-07-20
Q1 2026 Added 77,424 +37,554 (94.2%) 3.22% $22,234,506 2026-05-04
Q4 2025 Added 39,870 +417 (1.1%) 1.6% $11,571,129 2026-02-04
Q3 2025 Added 39,453 +200 (0.5%) 1.63% $11,588,891 2025-10-28
Q2 2025 Reduced 39,253 -48 (-0.1%) 1.66% $10,984,234 2025-07-22
Q1 2025 Reduced 39,301 -1,193 (-2.9%) 1.67% $10,163,941 2025-05-06
Q4 2024 Reduced 40,494 -325 (-0.8%) 1.71% $10,695,811 2025-02-13
Q3 2024 Added 40,819 +382 (0.9%) 1.74% $10,680,766 2024-10-08
Q2 2024 Reduced 40,437 -1,446 (-3.5%) 1.73% $10,032,877 2024-07-22
Q1 2024 Reduced 41,883 -36,322 (-46.4%) 1.81% $9,847,600 2024-05-09
Q4 2023 New 78,205 +78,205 (0.0%) 3.59% $18,193,626 2024-05-09

Who else reported the position

2499 managers reported VANGUARD INDEX FDS for Q1 2026.

Managers reporting VANGUARD INDEX FDS in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
WELLS FARGO & COMPANY MN Added 27,774,784 +806,111 1.5% $7,976,362,574 52 qtrs
JONES FINANCIAL COMPANIES LLLP Added 26,272,163 +4,782,958 3.57% $7,431,297,537 52 qtrs
Bank of America Corporation Added 18,131,075 +1,040 0.38% $5,206,882,150 52 qtrs
UBS Group AG Added 13,399,066 +7,830,657 0.58% $3,847,943,775 46 qtrs
MORGAN STANLEY Added 8,634,521 +139,898 0.15% $2,479,662,222 52 qtrs
Creative Planning Reduced 8,310,889 -104,469 1.62% $2,386,720,932 52 qtrs
RAYMOND JAMES FINANCIAL INC Added 7,515,492 +371,709 0.67% $2,158,298,622 6 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 6,309,032 +127,870 1.12% $1,811,827,710 52 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 5,894,423 +3,279,928 0.45% $1,692,760,506 52 qtrs
US BANCORP DE Added 5,414,562 +370,518 1.89% $1,555,053,940 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 04, 2026
Filing type
13F-HR
Position type
MID CAP ETF

Voting authority reported

Sole
0
Shared
0
None
77,424

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.