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VestGen Advisors, LLC: VUG position timeline

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

VestGen Advisors, LLC held 533,784 VUG 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 533,784 shares
    Change vs previous 13F +35,346 shares

    1.35% of the 13F portfolio, value $45,980,193.

    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 498,438 shares
    Change vs previous 13F +451,995 shares

    1.21% of the 13F portfolio, value $43,144,785.

    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 46,443 shares
    Change vs previous 13F -2,650 shares

    0.96% of the 13F portfolio, value $22,657,924.

    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 49,093 shares
    Change vs previous 13F -1,329 shares

    0.78% of the 13F portfolio, value $23,545,490.

    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 50,422 shares
    Change vs previous 13F -2,417 shares

    0.88% of the 13F portfolio, value $22,119,998.

    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 52,839 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $19,593,757.

    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).