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VestGen Advisors’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

VestGen Advisors’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
+13,952
New +$1.13M 0.03% 408
2025
Q2 		– Sell
-4,234
Closed -$270K – 604
2025
Q1 		$270K Buy
+4,234
New +$283K 0.01% 484

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VestGen Advisors's QLC Position: Q1 2026 in Review

VestGen Advisors opened a new position in FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2026: 13,952 shares worth $1.22M. The stake represents 0.03% of the portfolio and ranks #408 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in QLC as recently as Q1 2025.

VestGen Advisors first reported a position in QLC in Q1 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

  • VestGen Advisors held 13,952 shares of FlexShares US Quality Large Cap Index Fund worth $1.22M as of Q1 2026.
  • FlexShares US Quality Large Cap Index Fund was a new VestGen Advisors position in Q1 2026.
  • FlexShares US Quality Large Cap Index Fund made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #408 holding.
  • VestGen Advisors first reported a position in FlexShares US Quality Large Cap Index Fund in Q1 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.