Vanguard Target Retirement 2045 Fund Mutual Fund is a security (CUSIP 92202E607) tracked across SEC portfolio filings. 4 institutional managers reported $2.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | ROCKLAND, DE | $2.2M | 146,420 |
| CARRET ASSET MANAGEMENT, LLC | NEW YORK, NY | $530K | 13,838 |
| OAKWORTH CAPITAL, INC. | BIRMINGHAM, AL | $123K | 3,237 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $40K | 1,167 |