Vanguard TRGT RTRM 2040-InvVFORX
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$45.04avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Vanguard TRGT RTRM 2040-Inv (VFORX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Grey Fox Wealth Advisors, LLC ($2.8M) and Alpine Bank Wealth Management ($35K).
- Company
- Vanguard TRGT RTRM 2040-Inv
- CUSIP
- 92202E870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.8M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q3 2024: 62,980 shares bought, net +62,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Grey Fox Wealth Advisors, LLC | 0.79% | New | 62,980 | $2.8M |
| Alpine Bank Wealth Management | 0.01% | — | 788 | $35K |
"% of holder's portfolio" is VFORX's weight in each manager's 13F, not the share of Vanguard TRGT RTRM 2040-Inv the manager owns.