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Disclosery

VestGen Investment Management: VTI position timeline

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

VestGen Investment Management held 5,022 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,022 shares
    Change vs previous 13F +55 shares

    0.99% of the 13F portfolio, value $1,858,341.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 4,967 shares
    Change vs previous 13F -4,432 shares

    0.88% of the 13F portfolio, value $1,593,536.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 9,399 shares
    Change vs previous 13F +4,667 shares

    1.75% of the 13F portfolio, value $3,151,241.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 4,732 shares
    Change vs previous 13F +393 shares

    0.93% of the 13F portfolio, value $1,552,863.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 4,339 shares
    Change vs previous 13F +76 shares

    0.95% of the 13F portfolio, value $1,318,680.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 4,263 shares
    Change vs previous 13F -1,421 shares

    0.88% of the 13F portfolio, value $1,171,578.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,684 shares
    Change vs previous 13F -391 shares

    0.45% of the 13F portfolio, value $1,647,169.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,075 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,720,285.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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