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Vanguard Target Retirement

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Grey Fox Wealth Advisors, LLC
DECREASED
Shares47,029 from 146,420
Change-99,391 (-68%)
Value$1.8M (-$396.4K)
Filed 2026-11-03
Carret Asset Management, LLC
UNCHANGED
Shares13,838 from 13,838
Change0 (0%)
Value$529.6K (-$415)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$123.9K (+$680)
Filed 2026-10-26
Status
Grey Fox Wealth Advisors, LLC
DECREASED47,029146,420-99,391-68%$2.2M$1.8M-$396.4K2026-11-03
Carret Asset Management, LLC
UNCHANGED13,83813,83800%$530.0K$529.6K-$4152026-11-04
Oakworth Capital, Inc.
UNCHANGED3,2373,23700%$123.2K$123.9K+$6802026-10-26
Showing 3 of 3 institutions