Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,623,649
+$653,840 QoQ
Shares Held
7,836
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#808
of 2,035 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026VestGen Advisors, LLC holds $6,070,460 across 5 Electrical Equipment & Parts names. VRT ranks #1 (43.2% of the industry book) .
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,623,649 | 7,836 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,969,809 | 7,861 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $949,216 | 5,859 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $315,631 | 2,458 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||