Vangrd Lifstrg 60/40 FD-InveVSMGX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$35.20avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Vangrd Lifstrg 60/40 FD-Inve (VSMGX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($6.2M) and Oakworth Capital, Inc. ($31K).
- Company
- Vangrd Lifstrg 60/40 FD-Inve
- Filed as
- VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR CLASS (Q3 2025)
- CUSIP
- 921909404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $31K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 892 shares bought and 211 shares sold, net +681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Arvest Bank Trust Division | 0.34% | Reduce -0.1% | 175,035 | $6.2M |
| Oakworth Capital, Inc. | 0.00% | New | 892 | $31K |
"% of holder's portfolio" is VSMGX's weight in each manager's 13F, not the share of Vangrd Lifstrg 60/40 FD-Inve the manager owns.