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 $188.5M across 218 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($8.1M, 4.31%), NVDA ($7.0M, 3.69%), HYG ($4.2M, 2.20%), QDF ($3.8M, 2.03%), IQDF ($3.5M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $8.1M | 4.31% | 80,714 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $7.0M | 3.69% | 34,760 | Added |
| 3 | HYG | ISHARES TR | $4.2M | 2.20% | 51,982 | Trimmed |
| 4 | QDF | FLEXSHARES TR | $3.8M | 2.03% | 42,559 | Trimmed |
| 5 | IQDF | FLEXSHARES TR | $3.5M | 1.85% | 101,135 | Trimmed |
| 6 | IVV | ISHARES TR | $3.3M | 1.73% | 4,361 | Added |
| 7 | IEF | ISHARES TR | $2.8M | 1.47% | 29,260 | Trimmed |
| 8 | CRS | CARPENTER TECHNOLOGY CORP | $2.8M | 1.47% | 4,485 | Trimmed |
| 9 | AVGO | BROADCOM INC | $2.7M | 1.43% | 7,142 | Trimmed |
| 10 | APH | AMPHENOL CORP | $2.6M | 1.39% | 14,908 | Trimmed |
| 11 | VB | VANGUARD INDEX FDS | $2.5M | 1.34% | 8,357 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $2.4M | 1.27% | 27,799 | Added |
| 13 | GEV | GE VERNOVA INC | $2.3M | 1.21% | 1,945 | Trimmed |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $2.3M | 1.21% | 32,024 | Trimmed |
| 15 | AAPL | APPLE INC | $2.2M | 1.15% | 7,524 | Added |
| 16 | SHY | ISHARES TR | $2.1M | 1.12% | 25,603 | Added |
| 17 | VO | VANGUARD INDEX FDS | $2.0M | 1.08% | 25,230 | Added |
| 18 | IUSB | ISHARES TR | $2.0M | 1.06% | 43,178 | Added |
| 19 | HYGV | FLEXSHARES TR | $2.0M | 1.06% | 49,746 | Trimmed |
| 20 | TIP | ISHARES TR | $2.0M | 1.05% | 18,065 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $1.9M | 0.99% | 5,022 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $1.8M | 0.96% | 8,335 | Trimmed |
| 23 | CAH | CARDINAL HEALTH INC | $1.8M | 0.95% | 7,577 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.6M | 0.87% | 4,421 | Added |
| 25 | TDTT | FLEXSHARES TR | $1.5M | 0.81% | 63,640 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30