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Disclosery

VestGen Investment Management: VUG position timeline

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

VestGen Investment Management held 27,799 VUG 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 27,799 shares
    Change vs previous 13F +21,799 shares

    1.27% of the 13F portfolio, value $2,394,606.

    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 6,000 shares
    Change vs previous 13F -319 shares

    1.45% of the 13F portfolio, value $2,620,740.

    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 6,319 shares
    Change vs previous 13F -565 shares

    1.71% of the 13F portfolio, value $3,082,787.

    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 6,884 shares
    Change vs previous 13F +984 shares

    1.98% of the 13F portfolio, value $3,301,635.

    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 5,900 shares
    Change vs previous 13F -233 shares

    1.85% of the 13F portfolio, value $2,586,560.

    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 6,133 shares
    Change vs previous 13F -48,012 shares

    1.72% of the 13F portfolio, value $2,274,239.

    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 54,145 shares
    Change vs previous 13F -888 shares

    6.06% of the 13F portfolio, value $22,223,274.

    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 55,033 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $21,128,820.

    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).