VANGUARD TRGT RTRM 2040-INV (VFORX) Institutional Ownership and Insiders Activity

VANGUARD TRGT RTRM 2040-INV (VFORX) is widely held by institutional investors, with 1 firm reporting positions valued at approximately $3.67M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Grey Fox Wealth Advisors, Llc is the largest disclosed holder, reporting approximately $3.67M in VFORX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Grey Fox Wealth Advisors, Llc representing the majority of disclosed value.