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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 92202E870

Vanguard Target Retirement 2040 Fund

3 institutions · $3.4M total · 69,166 shares

#ManagerSharesValue% of TotalPeriod
1Grey Fox Wealth Advisors, LLC68,040$3.4M98.37%2025-12-31
2Alpine Bank Wealth Management788$35.5K1.13%2024-09-30
3TUCKER ASSET MANAGEMENT LLC338$14.6K0.48%2024-12-31