Vanguard TRGT RTRM 2045-InvVTIVX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$20.24avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Vanguard TRGT RTRM 2045-Inv (VTIVX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Grey Fox Wealth Advisors, LLC ($1.3M) and Carret Asset Management, LLC ($399K).
- Company
- Vanguard TRGT RTRM 2045-Inv
- CUSIP
- 92202E607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $399K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 13,503 shares bought and 9,152 shares sold, net +4,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Grey Fox Wealth Advisors, LLC | 0.34% | Reduce -11.6% | 69,504 | $1.3M |
| Carret Asset Management, LLC | 0.05% | New | 13,503 | $399K |
"% of holder's portfolio" is VTIVX's weight in each manager's 13F, not the share of Vanguard TRGT RTRM 2045-Inv the manager owns.