VestGen Investment Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1511739
EGG HARBOR TOWNSHIP, NJ
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,839,726
-$1,498,147 QoQ
Shares Held
7,024
-45.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,839,726 | 7,024 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,337,873 | 12,940 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,525,592 | 13,865 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,214,870 | 13,566 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,262,607 | 14,713 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,421,904 | 43,374 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,628,194 | 44,805 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,970,533 | 45,728 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,677,210 | 46,709 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,166,667 | 47,657 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,831,683 | 25,555 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,452,626 | 42,499 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,777,859 | 25,205 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,786,391 | 36,975 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,423,492 | 25,882 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,182,436 | 23,749 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,590,976 | 26,308 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,150,184 | 27,212 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,411,863 | 24,749 | Shares | Sole | 2021-11-19 | |
| 2021-06-30 | $5,632,675 | 25,003 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,376,619 | 25,115 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,768,491 | 24,494 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,046,016 | 26,307 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,648,238 | 11,311 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $737,084 | 6,385 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||