3 institutions reported holding $2.8M of VANGUARD TARGET RETIREMENT FUND 2045 INVESTOR CLASS (VTIVX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Grey Fox Wealth Advisors, LLC ($2.2M), CARRET ASSET MANAGEMENT, LLC ($530,004), OAKWORTH CAPITAL, INC. ($123,212). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Grey Fox Wealth Advisors, LLC | $2.2M | 146,420 | Added |
| 2 | CARRET ASSET MANAGEMENT, LLC | $530,004 | 13,838 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $123,212 | 3,237 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30