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VestGen Advisors, LLC: VTV position timeline

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

VestGen Advisors, LLC held 420,404 VTV 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 420,404 shares
    Change vs previous 13F -186,673 shares

    2.69% of the 13F portfolio, value $91,618,732.

    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 607,077 shares
    Change vs previous 13F +502,048 shares

    3.55% of the 13F portfolio, value $126,581,597.

    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 105,029 shares
    Change vs previous 13F -195,315 shares

    0.85% of the 13F portfolio, value $20,059,568.

    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 300,344 shares
    Change vs previous 13F -5,190 shares

    1.87% of the 13F portfolio, value $56,011,228.

    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 305,534 shares
    Change vs previous 13F +1,414 shares

    2.15% of the 13F portfolio, value $54,001,079.

    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 304,120 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $52,533,689.

    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).