VANGUARD TRGT RTRM 2040-INV (VFORX) Institutional Ownership Changes & 13F Activity
VANGUARD TRGT RTRM 2040-INV (VFORX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Grey Fox Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, Llc | Sell | -1,361 | -2.0% | 67,214 | $3.67M | Q2 2026 | Jul 17, 2026 |
Frequently asked questions about VFORX activity
Which institutional owners are buying VFORX?
Institutional owners buying VFORX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VFORX activity?
"Buy" means an investor increased their reported position in VFORX compared to the prior reporting period. This reflects growing exposure to VANGUARD TRGT RTRM 2040-INV (VFORX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VFORX increasing?
Institutional interest in VFORX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.