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 | 125,433 | 1,829 | 0.35% | 0.37% | 1 | +4,315 | 3.56% | Q1 2026 | Apr 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 13,838 | 474 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,237 | 111 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1,167 | 40 | 0.01% | — | 4 | +1,167 | New | Q1 2026 | May 08, 2026 |