VANGUARD TRGT RTRM 2040-INV (VFORX) Institutional Shareholders
VANGUARD TRGT RTRM 2040-INV (VFORX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.67M in VFORX holdings during the latest filing period.
Grey Fox Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of VFORX tracked by InsiderSet, reporting ownership valued at approximately $3.67M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VFORX value among the investors covered in this analysis. Major shareholders include Grey Fox Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in VANGUARD TRGT RTRM 2040-INV (VFORX).
This page ranks the largest institutional VFORX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$3.67M
Largest Holder
Grey Fox Wealth Advisors, Llc
Largest Position
$3.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, Llc | 0.58% | 67,214 | $3,672,583 | — | — | — |
Frequently asked questions about VFORX
Who are the largest institutional holders of VFORX?
The largest institutional holders of VFORX reported in the latest SEC Form 13F filings include Grey Fox Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported VFORX position.
What is VFORX institutional ownership?
This page tracks VFORX positions reported by institutional investment managers through SEC Form 13F. VANGUARD TRGT RTRM 2040-INV (VFORX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VFORX?
InsiderSet currently tracks 1 institutional managers reporting VFORX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VFORX shareholders.
How much VFORX stock do institutions own?
Institutional investment managers disclosed approximately $3.67M in VFORX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VFORX institutional ownership last updated?
The latest VFORX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VFORX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VFORX position after the reporting date.
Are institutions buying or selling VFORX?
Institutional buying and selling can be analyzed by comparing VFORX positions across consecutive 13F reporting periods. InsiderSet's VFORX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VFORX ownership changes.
How has VFORX institutional ownership changed over time?
InsiderSet tracks VFORX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.