Portfolio changes · featured 13Fs

Activity

Moves in VNT across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

VNT · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
VNT	Add	Arnold Van Den Berg - Van Den Berg Management I	−0.11 pp	+24.6% sh	Q1→Q2
21 Apr 1
VNT	Reduce	Robert Olstein - Olstein Capital Management	−0.10 pp	−6.7% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home