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Vanguard Tg Retirement 2040 shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of Vanguard Tg Retirement 2040 (VFORX) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in Vanguard Tg Retirement 2040

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Tg Retirement 2040 held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Tg Retirement 2040 by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 63k 45.04
2024-03-31 $3.2M 76k 41.60
2023-12-31 $3.5M 90k 39.30
2023-09-30 $3.1M 86k 36.50
2023-06-30 $3.3M 87k 37.76

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Growth Index -admiral Mutual Fund (VIGAX)
Vanguard Real Estate ETF Etf (VNQ)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)

View all positions for Grey Fox Wealth Advisors

Top funds holding Vanguard Tg Retirement 2040

Grey Fox Wealth Advisors
Alpine Bank Wealth Management

View all funds holding Vanguard Tg Retirement 2040