Vanguard TRGT RTRM 2045-InvVTIVX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$19.19avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Vanguard TRGT RTRM 2045-Inv (VTIVX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Grey Fox Wealth Advisors, LLC ($1.8M), Carret Asset Management, LLC ($467K) and Oakworth Capital, Inc. ($109K).
- Company
- Vanguard TRGT RTRM 2045-Inv
- CUSIP
- 92202E607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $109K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 21,971 shares bought, net +21,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Grey Fox Wealth Advisors, LLC | 0.38% | Add +20.7% | 109,744 | $1.8M |
| Carret Asset Management, LLC | 0.05% | No change | 13,503 | $467K |
| Oakworth Capital, Inc. | 0.01% | New | 3,159 | $109K |
"% 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.