VestGen Investment Management

Q3 2025 13F Holdings

  • Location
    egg harbor township, NJ
  • Num holdings

    186

  • Value ($000)

    $166,396

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001511739
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$6.53M
4 %

64,832

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.41M
4 %

34,360

H
HYG

ISHARES TR

IBOXX HI YD ETF
464288513
$4.40M
3 %

54,155

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$3.53M
2 %

13,865

Q
QDF

FLEXSHARES TR

QUALT DIVD IDX
33939L860
$3.43M
2 %

43,187

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$3.30M
2 %

6,884

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$2.95M
2 %

49,220

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$2.95M
2 %

10,031

I
IQDF

FLEXSHARES TR

INTL QLTDV IDX
33939L837
$2.85M
2 %

99,795

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$2.84M
2 %

29,478

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 186