Vanguard TRGT RTRM 2045-InvVTIVX
13F holders, Q4 2025 (December 31)3holders
0new positions
0sold out
$17.26avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Vanguard TRGT RTRM 2045-Inv (VTIVX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Grey Fox Wealth Advisors, LLC ($1.8M), Carret Asset Management, LLC ($481K) and Oakworth Capital, Inc. ($112K).
- Company
- Vanguard TRGT RTRM 2045-Inv
- CUSIP
- 92202E607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 11,787 shares bought, net +11,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Grey Fox Wealth Advisors, LLC | 0.37% | Add +10.4% | 121,118 | $1.8M |
| Carret Asset Management, LLC | 0.05% | Add +2.5% | 13,838 | $481K |
| Oakworth Capital, Inc. | 0.01% | Add +2.5% | 3,237 | $112K |
"% 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.