Vanguard Target Retirement 2045 Fund
CUSIP 92202E607
Vanguard Target Retirement 2045 Fund has 4 institutional holders in Filings Flow’s 13F database, together reporting 143.7K shares worth $2M as of Q1 2026. The largest reported holders are Grey Fox Wealth Advisors, LLC, Carret Asset Management, LLC, and Oakworth Capital, Inc..
Institutional Holders
4
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.35% | $2M | 125.4K | Q1 2026 |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.05% | $474,513 | 13.8K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $40,000 | 1.2K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $111,007 | 3.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.