Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VestGen Investment Management (CIK 1511739) reported $181.3M across 216 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($9.5M, 5.24%), NVDA ($6.1M, 3.34%), HYG ($4.3M, 2.37%), QDF ($3.6M, 2.00%), IEF ($3.5M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $9.5M | 5.24% | 94,420 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $6.1M | 3.34% | 34,704 | Added |
| 3 | HYG | ISHARES TR | $4.3M | 2.37% | 54,099 | Added |
| 4 | QDF | FLEXSHARES TR | $3.6M | 2.00% | 45,847 | Added |
| 5 | IEF | ISHARES TR | $3.5M | 1.93% | 36,737 | Added |
| 6 | IQDF | FLEXSHARES TR | $3.4M | 1.90% | 108,847 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.50% | 42,410 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $2.6M | 1.45% | 6,000 | Trimmed |
| 9 | GEV | GE VERNOVA INC | $2.4M | 1.34% | 2,777 | Added |
| 10 | AVGO | BROADCOM INC | $2.3M | 1.28% | 7,485 | Added |
| 11 | HYGV | FLEXSHARES TR | $2.2M | 1.19% | 53,852 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $2.2M | 1.19% | 11,030 | Trimmed |
| 13 | IVV | ISHARES TR | $2.1M | 1.16% | 3,218 | Added |
| 14 | APH | AMPHENOL CORP | $2.0M | 1.11% | 15,917 | Trimmed |
| 15 | IVW | ISHARES TR | $2.0M | 1.09% | 17,539 | Added |
| 16 | CRS | CARPENTER TECHNOLOGY CORP | $1.9M | 1.02% | 4,713 | Trimmed |
| 17 | VB | VANGUARD INDEX FDS | $1.8M | 1.01% | 7,024 | Trimmed |
| 18 | AAPL | APPLE INC | $1.7M | 0.96% | 6,886 | Added |
| 19 | NEM | NEWMONT CORP | $1.7M | 0.95% | 15,963 | Trimmed |
| 20 | CAH | CARDINAL HEALTH INC | $1.7M | 0.94% | 8,078 | Added |
| 21 | IUSB | ISHARES TR | $1.7M | 0.94% | 37,042 | Added |
| 22 | TDTT | FLEXSHARES TR | $1.6M | 0.91% | 67,831 | Added |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $1.6M | 0.91% | 11,220 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.6M | 0.90% | 4,408 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $1.6M | 0.88% | 4,967 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31