DOSSIER · 13F Holders · Q2 2026
VTIVX

VANGUARD TRGT RTRM 2045

4 institutions still hold VANGUARD TRGT RTRM 2045 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92202E607·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
4
filers reporting
Concentration
77.50%
Grey Fox Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported VTIVX in Q2 2026. Grey Fox Wealth Advisors, LLC leads at 77.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Grey Fox Wealth Advisors, LLC
CIK 0001965362
$2M146K0.34%Q2 2026
02
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$475K14K0.05%Q1 2026
03
Oakworth Capital, Inc.
CIK 0001588871
$123K3K0.01%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$40K1K0.01%Q1 2026