Q1 2025 13F Holders as of 3/31/2025
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Type / Class
-
Equity / Mutual Fund
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Number of holders
-
1
-
Total 13F shares, excl. options
-
74.5K
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Shares change
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+9.98K
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Total reported value, excl. options
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$2.81M
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Value change
-
+$370K
-
Number of buys
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1
-
Number of sells
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-1
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Price
-
$37.71
Significant Holders of Vanguard Target Retirement 2040 Fund - Mutual Fund as of Q1 2025
2 filings reported holding 92202E870 - Vanguard Target Retirement 2040 Fund - Mutual Fund as of Q1 2025.
Vanguard Target Retirement 2040 Fund - Mutual Fund has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 74.5K shares
.
Largest 2 shareholders include Grey Fox Wealth Advisors, LLC (74.5K shares) and Alpine Bank Wealth Management (0 shares).
This table shows the top 1 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.