Vanguard TRGT RTRM 2040-InvVFORX
13F holders, Q4 2024 (December 31)2holders
1new positions
0sold out
$43.22avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Vanguard TRGT RTRM 2040-Inv (VFORX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Grey Fox Wealth Advisors, LLC ($2.8M) and Tucker Asset Management LLC ($15K).
- Company
- Vanguard TRGT RTRM 2040-Inv
- CUSIP
- 92202E870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,050 shares bought, net +1,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Grey Fox Wealth Advisors, LLC | 0.75% | Add +1.1% | 63,692 | $2.8M |
| Tucker Asset Management LLC | 0.00% | New | 338 | $15K |
"% 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.