As of 30 Sep 2025, 1 institutional investors reported holding 75,826 shares of Vanguard Target Retirement 2040 Fund - Mutual Fund.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 75,826 | $3,471,327 | +$11,720 | $45.78 | 1 |
| 2025 Q2 | 75,570 | $3,098,153 | +$45,712 | $41.00 | 1 |
| 2025 Q1 | 74,455 | $2,807,902 | +$370,416 | $37.71 | 1 |
| 2024 Q4 | 64,030 | $2,767,387 | +$45,381 | $43.22 | 2 |
| 2024 Q3 | 63,768 | $2,872,121 | +$2,836,638 | $45.04 | 2 |
| 2024 Q2 | 0 | $0 | -$3,164,380 | $45.78 | 0 |
| 2024 Q1 | 76,067 | $3,164,378 | -$576,397 | $41.60 | 1 |
| 2023 Q4 | 89,929 | $3,534,219 | +$147,493 | $39.34 | 2 |
| 2023 Q3 | 86,058 | $3,141,110 | -$15,184 | $36.50 | 1 |
| 2023 Q2 | 86,474 | $3,265,291 | +$3,265,293 | $37.76 | 1 |
| 2017 Q4 | 0 | $0 | -$490,352 | $45.78 | 0 |
| 2017 Q3 | 14,131,178 | $490,776 | +$489,862 | $0.03 | 1 |
| 2017 Q2 | 14,131 | $469,579 | +$8,839 | $33.23 | 1 |
| 2017 Q1 | 13,865 | $444,096 | +$444,096 | $32.03 | 1 |