4 institutions reported holding $2.5M of VANGUARD TRGT RTRM 2045 (VTIVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Grey Fox Wealth Advisors, LLC ($1.8M), CARRET ASSET MANAGEMENT, LLC ($474,513), OAKWORTH CAPITAL, INC. ($111,007), Financial Gravity Asset Management, Inc. ($40,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Grey Fox Wealth Advisors, LLC | $1.8M | 125,433 | Added |
| 2 | CARRET ASSET MANAGEMENT, LLC | $474,513 | 13,838 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $111,007 | 3,237 | Hold |
| 4 | Financial Gravity Asset Management, Inc. | $40,000 | 1,167 | New |
Source: SEC Form 13F filings · as of 2026-03-31