VestGen Investment Management HYGV — FLEXSHARES TR

Ownership history in VestGen Investment Management  ·  24 quarters on record

AI Ownership Summary

VestGen Investment Management reported FLEXSHARES TR (HYGV) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.56% in 2025 Q1. The latest visible filing shows HYGV at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VestGen Investment Management's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HYGV was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYGV stock page VestGen Investment Management fund profile VestGen Investment Management full holdings
How VestGen Investment Management held HYGV — position size vs. price
% of Fund (quarterly)    HYGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 7.6% -1.3% ✅ 49,746 -4,106 -7.6% 1.06% $2.0M 2026-07-31 $39.55
2026 Q1 REDUCED 8.4% +2.5% ❌ 53,852 -4,913 -8.4% 1.19% $2.2M 2026-05-12 $39.17
2025 Q4 ADDED — — — 58,765 +1,349 +2.3% 1.33% $2.4M 2026-02-18 $39.18
2025 Q3 ADDED — — — 57,416 +13,555 +30.9% 1.42% $2.4M 2025-11-13 $38.16
2025 Q2 REDUCED 14.3% +2.4% ❌ 43,861 -7,348 -14.3% 1.29% $1.8M 2025-07-31 $37.47
2025 Q1 REDUCED 10.5% +3.6% ❌ 51,209 -6,039 -10.5% 1.56% $2.1M 2025-05-13 $36.60
2024 Q4 REDUCED — — — 57,248 -1,383 -2.4% 0.64% $2.3M 2025-02-13 $36.48
2024 Q3 REDUCED — — — 58,631 -24 -0.0% 0.68% $2.4M 2024-10-30 $35.61
2024 Q2 REDUCED — — — 58,655 -322 -0.5% 0.70% $2.4M 2024-08-05 $34.47
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYGV

As of 2026 Q2 — sorted by position size

United Bank 3Y 7Y 3.06% HORIZON BANCORP INC /IN/ 3Y 7Y 2.41% Olde Wealth Management, LLC 3Y 2.29% Boltwood Capital Management 3Y 7Y 1.67% Anchor Bay Capital, Inc. 1.35% FIRST UNITED BANK & TRUST 3Y 7Y 1.29% EJMK Ventures LLC 0.91% Granite Harbor Advisors, Inc. 0.86% Thrive Capital Management, LLC 3Y 0.81% Mount Lucas Management LP 3Y 7Y 0.79%

FAQ About VestGen Investment Management and HYGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has VestGen Investment Management reported owning HYGV?

VestGen Investment Management reported HYGV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported HYGV position in VestGen Investment Management's portfolio?

The largest reported portfolio weight for HYGV was 1.56% in 2025 Q1.

What is the latest reported HYGV position on this page?

The most recent filing on this page is 2026 Q2, when VestGen Investment Management reported 49,746 shares, equal to 1.06% of portfolio, with an estimated market value of $2.0M.

What does the chart on this HYGV ownership page compare?

The chart compares VestGen Investment Management's quarterly HYGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VestGen Investment Management time their HYGV position?

Based on 13F filing dates vs. subsequent HYGV price moves, VestGen Investment Management correctly timed 9 out of 23 reported position changes (39%). The annualised alpha on HYGV relative to SPY over the holding period was +26.1%.

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