Institutional Ownership
Vanguard Target Retirement 2045 Fund
CUSIP 92202E607Mutual FundVTIVXQ1 2026
Institutional Holders
4
13F filers
Shares Held
143.7K
Aggregate institutional
Institutional Value
$2.46M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased0
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Grey Fox Wealth Advisors, LLC | 125.4K | $1.83M | +4.3K | Added |
| 2 | Carret Asset Management, LLC | 13.8K | $474.5K | 0 | Held |
| 3 | Oakworth Capital, Inc. | 3.2K | $111.0K | 0 | Held |
| 4 | Financial Gravity Asset Management, Inc. | 1.2K | $40.0K | +1.2K | New |