Vanguard TRGT RTRM 2040-InvVFORX
13F holders, Q1 2025 (March 31)1holders −1
0new positions
1sold out
$37.71avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Vanguard TRGT RTRM 2040-Inv (VFORX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($2.8M).
- Company
- Vanguard TRGT RTRM 2040-Inv
- CUSIP
- 92202E870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $15K |
All 13F filers, Q4 2024 → Q1 2025: 10,763 shares bought and 338 shares sold, net +10,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.75% | Add +16.9% | 74,455 | $2.8M |
"% 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.