VestGen Investment Management

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in BIV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$347,541

-$92,558 QoQ

Shares Held

4,503

-20.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$347,541	4,503	-20.3%	Shares	Sole	2026-05-12
2025-12-31	$440,099	5,651	-5.3%	Shares	Sole	2026-02-18
2025-09-30	$465,806	5,965	+3.3%	Shares	Sole	2025-11-13
2025-06-30	$446,638	5,775	-9.2%	Shares	Sole	2025-07-31
2025-03-31	$486,985	6,360	-75.7%	Shares	Sole	2025-05-13
2024-12-31	$1,955,011	26,161	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$2,056,585	26,242	+1.5%	Shares	Sole	2024-10-30
2024-06-30	$1,936,206	25,854	+2.4%	Shares	Sole	2024-08-05
2024-03-31	$1,903,473	25,245	+5.2%	Shares	Sole	2024-05-01
2023-12-31	$1,833,425	24,004	-3.6%	Shares	Sole	2024-02-09
2023-09-30	$1,801,097	24,908	-12.8%	Shares	Sole	2023-10-18
2023-06-30	$2,149,471	28,572	+1.4%	Shares	Sole	2023-08-08
2023-03-31	$2,162,763	28,183	-9.3%	Shares	Sole	2023-05-09
2022-12-31	$2,309,865	31,080	-2.0%	Shares	Sole	2023-01-25
2022-09-30	$2,330,491	31,716	+24.6%	Shares	Sole	2022-11-07
2022-06-30	$1,976,192	25,450	-15.2%	Shares	Sole	2022-07-27
2022-03-31	$2,457,491	30,006	-8.6%	Shares	Sole	2022-05-13
2021-12-31	$2,876,126	32,825	+1.3%	Shares	Sole	2022-01-25
2021-09-30	$2,898,929	32,412	+4.0%	Shares	Sole	2021-11-19
2021-06-30	$2,802,883	31,157	+7.8%	Shares	Sole	2021-08-10
2021-03-31	$2,563,942	28,896	+20.1%	Shares	Sole	2021-04-16
2020-12-31	$2,233,785	24,058	-12.6%	Shares	Sole	2021-02-09
2020-09-30	$2,573,317	27,528	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.