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Vanguard Target Retirement
CUSIP: 92202E607 | 6 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Grey Fox Wealth Advisors, LLC
47,029
0.3% of portfolio
›
$1.8M
Carret Asset Management, LLC
13,838
0.0% of portfolio
›
$529.6K
Oakworth Capital, Inc.
3,237
0.0% of portfolio
›
$123.9K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Grey Fox Wealth Advisors, LLC
47,029
$1.8M
0.3%
ETF
Low
Rockland, DE
2026-11-03
Carret Asset Management, LLC
13,838
$529.6K
0.0%
Core
Very Low
New York, NY
2026-11-04
Oakworth Capital, Inc.
3,237
$123.9K
0.0%
ETF
Low
Birmingham, AL
2026-10-26