SEC 13F Intelligence

Vanguard Target Retirement 2055 Fund

CUSIP 92202E847

Vanguard Target Retirement 2055 Fund has 1 institutional holders in Filings Flow’s 13F database, together reporting 34.9K shares worth $455,983 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$455,983
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 1Q1 ’19Q2 ’19: 1Q2 ’19Q4 ’25: 1Q4 ’25Q1 ’26: 1Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’18: $756,000Q4 ’18Q1 ’19: $971,000Q1 ’19Q2 ’19: $1MQ2 ’19Q4 ’25: $431,537Q4 ’25Q1 ’26: $455,983Q1 ’26Q2 ’26: $805,664Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Grey Fox Wealth Advisors, LLC$637M AUM0.13%$805,66440.0KQ2 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$74,0081.1KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.