Vanguard TRGT RTRM 2040-InvVFORX

13F holders, Q1 2026 (March 31)
1holders
0new positions
0sold out
$49.35avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Vanguard TRGT RTRM 2040-Inv (VFORX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($3.4M).

Company
Vanguard TRGT RTRM 2040-Inv
CUSIP
92202E870
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 535 shares bought, net +535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 0.65% Add +0.8% 68,575 $3.4M

"% 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.