Vangrd Lifstrg 60/40 FD-InveVSMGX
13F holders, Q1 2026 (March 31)2holders
0new positions
0sold out
$34.22avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Vangrd Lifstrg 60/40 FD-Inve (VSMGX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($6.0M) and Oakworth Capital, Inc. ($32K).
- Company
- Vangrd Lifstrg 60/40 FD-Inve
- Filed as
- VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR CLASS (Q1 2026)
- CUSIP
- 921909404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 2 holders
| Arvest Bank Trust Division | 0.33% | No change | 175,035 | $6.0M |
| Oakworth Capital, Inc. | 0.00% | No change | 929 | $32K |
"% 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.