Financial Gravity Asset Management, Inc. VTINX β€” VANGUARD TARGET RETIREMENT INCOME FUND

Ownership history in Financial Gravity Asset Management, Inc.  Β·  1 quarter on record

AI Ownership Summary

Financial Gravity Asset Management, Inc. reported VANGUARD TARGET RETIREMENT INCOME FUND (VTINX) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows VTINX at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTINX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Asset Management, Inc.'s position in VANGUARD TARGET RETIREMENT INCOME FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VTINX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Asset Management, Inc. held VTINX β€” position size vs. price
% of Fund (quarterly)    VTINX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 35,069 β€” β€” 0.10% $493K 2025-11-14 $13.66

🏒 Other funds also holding VTINX

As of 2026 Q1 β€” sorted by position size

Grey Fox Wealth Advisors, LLC 3Y 0.28%

FAQ About Financial Gravity Asset Management, Inc. and VTINX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Asset Management, Inc. reported owning VTINX?

Financial Gravity Asset Management, Inc. reported VTINX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VTINX position in Financial Gravity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for VTINX was 0.10% in 2025 Q3.

What is the latest reported VTINX position on this page?

The most recent filing on this page is 2025 Q3, when Financial Gravity Asset Management, Inc. reported 35,069 shares, equal to 0.10% of portfolio, with an estimated market value of $493K.

What does the chart on this VTINX ownership page compare?

The chart compares Financial Gravity Asset Management, Inc.'s quarterly VTINX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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