VTIVX
Vanguard Target Retirement 2045 Fund
1W: -1.2%
1M: -1.3%
3M: -0.5%
YTD: +9.5%
1Y: +10.1%
3Y: +63.1%
5Y: +49.1%
$38.53
+0.26 (+0.68%)
Weekly Expected Move ±1.3%
$37
$38
$38
$39
$39
Institutional Ownership — VTIVX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Grey Fox Wealth Advisors, LLC | 146,420 | $6M | +20,987 | +16.7% | 8Q | SEC ↗ |
| 2 | CARRET ASSET MANAGEMENT, LLC | 13,838 | $530K | — | +0.0% | 6Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 3,237 | $124K | — | +0.0% | 4Q | SEC ↗ |
| 4 | Financial Gravity Asset Management, In NEW | 1,167 | $45K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Asset Management, | 1,167 | $45K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | +20,987 | +16.7% | 146,420 |
Biggest Decreases (0)
None.