VTIVX — Vanguard Target Retirement 2045 Fund Institutional Holders · Q2 2026
Who owns Vanguard Target Retirement 2045 Fund (VTIVX)? 3 institutions reported holding $2.85M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Grey Fox Wealth Advisors, LLC ($2.2M), Carret Asset Management, LLC ($530,004), Oakworth Capital, Inc. ($123,212).
| 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