VANGUARD CHESTER FUNDS - VTIVX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | History | Added to | 121,118 | 1,792 | 0.37% | 0.38% | 1 | +11,374 | 10.36% | Q4 2025 | Feb 12, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 13,838 | 480 | 0.05% | 0.05% | 2 | +335 | 2.48% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Added to | 3,237 | 112 | 0.01% | 0.01% | 3 | +78 | 2.47% | Q4 2025 | Jan 30, 2026 |