Vanguard TRGT RTRM 2045-InvVTIVX
13F holders, Q1 2026 (March 31)4holders +1
1new positions
0sold out
$17.09avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Vanguard TRGT RTRM 2045-Inv (VTIVX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Grey Fox Wealth Advisors, LLC ($1.8M), Carret Asset Management, LLC ($475K) and Oakworth Capital, Inc. ($111K).
- Company
- Vanguard TRGT RTRM 2045-Inv
- CUSIP
- 92202E607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $40K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 5,482 shares bought, net +5,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Grey Fox Wealth Advisors, LLC | 0.35% | Add +3.6% | 125,433 | $1.8M |
| Carret Asset Management, LLC | 0.05% | No change | 13,838 | $475K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,237 | $111K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 1,167 | $40K |
"% 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.