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 | 146,420 | 2,196 | 0.34% | 0.35% | 1 | +20,987 | 16.73% | Q2 2026 | Jul 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 13,838 | 530 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,237 | 123 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,167 | 40 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | May 08, 2026 |