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VestGen Advisors, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.

VestGen Advisors, LLC held 369,801 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,801 shares
    Change vs previous 13F -305,669 shares

    4.02% of the 13F portfolio, value $136,840,986.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 675,470 shares
    Change vs previous 13F +591,790 shares

    6.87% of the 13F portfolio, value $245,053,908.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,680 shares
    Change vs previous 13F -435,207 shares

    1.19% of the 13F portfolio, value $28,055,499.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 518,887 shares
    Change vs previous 13F +3,141 shares

    5.67% of the 13F portfolio, value $170,283,129.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 515,746 shares
    Change vs previous 13F -9,820 shares

    6.3% of the 13F portfolio, value $158,089,997.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 525,566 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $144,446,560.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).