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Disclosery

VestGen Investment Management: VTV position timeline

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

VestGen Investment Management held 8,335 VTV 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 8,335 shares
    Change vs previous 13F -2,695 shares

    0.96% of the 13F portfolio, value $1,816,447.

    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 11,030 shares
    Change vs previous 13F -6,270 shares

    1.19% of the 13F portfolio, value $2,164,086.

    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 17,300 shares
    Change vs previous 13F +4,784 shares

    1.83% of the 13F portfolio, value $3,304,127.

    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 12,516 shares
    Change vs previous 13F +2,012 shares

    1.4% of the 13F portfolio, value $2,334,109.

    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 10,504 shares
    Change vs previous 13F -336 shares

    1.33% of the 13F portfolio, value $1,856,477.

    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 10,840 shares
    Change vs previous 13F -86,802 shares

    1.41% of the 13F portfolio, value $1,872,502.

    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 97,642 shares
    Change vs previous 13F -979 shares

    4.51% of the 13F portfolio, value $16,530,791.

    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 98,621 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $17,216,268.

    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).