Amer FND 2035 TRGT RTRM-R6RFFTX

13F holders, Q1 2025 (March 31)
1holders
1new positions
0sold out
$2.97avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Amer FND 2035 TRGT RTRM-R6 (RFFTX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($698K).

Company
Amer FND 2035 TRGT RTRM-R6
Filed as
Vanguard Target Retirement 2035 Fund (Q1 2025)
CUSIP
02630T340
Latest filing quarter
Q1 2025

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q3 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$698K
Exits0$0

All 13F filers, Q3 2024 → Q1 2025: 235,165 shares bought, net +235,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 0.19% New 235,165 $698K

"% of holder's portfolio" is RFFTX's weight in each manager's 13F, not the share of Amer FND 2035 TRGT RTRM-R6 the manager owns.