Van Den Berg Management I, Inc. activity
Every position Arnold Van Den Berg opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
7
Add
31
Reduce
59
Exit
20
117 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SA | New | 0% to 3.5% | $17M | Q1→Q2 |
| APH | New | 0% to 0.81% | $3.8M | Q1→Q2 |
| GEV | New | 0% to 0.05% | $227K | Q1→Q2 |
| WEAT | New | 0% to 0.02% | $108K | Q1→Q2 |
| CORN | New | 0% to 0.01% | $67K | Q1→Q2 |
| TAGS | New | 0% to 0.01% | $48K | Q1→Q2 |
| Schwab Strategic Trust | New | 0% to <0.01% | $14K | Q1→Q2 |
| SA | Exit | 4.3% to 0% | $19M | Q1→Q2 |
| CTRA | Exit | 0.40% to 0% | $1.7M | Q1→Q2 |
| SEI | Exit | 0.19% to 0% | $840K | Q1→Q2 |
| AZZ | Exit | 0.07% to 0% | $294K | Q1→Q2 |
| SM | Exit | 0.05% to 0% | $218K | Q1→Q2 |
| IVV | Exit | 0.02% to 0% | $76K | Q1→Q2 |
| ILF | Exit | 0.01% to 0% | $46K | Q1→Q2 |
| IWS | Exit | 0.01% to 0% | $54K | Q1→Q2 |
| IWD | Exit | 0.01% to 0% | $53K | Q1→Q2 |
| IWF | Exit | 0.01% to 0% | $60K | Q1→Q2 |
| IWB | Exit | 0.01% to 0% | $57K | Q1→Q2 |
| EU | Exit | <0.01% to 0% | $18K | Q1→Q2 |
| IVW | Exit | <0.01% to 0% | $15K | Q1→Q2 |
| IVE | Exit | <0.01% to 0% | $4K | Q1→Q2 |
| IJH | Exit | <0.01% to 0% | $7K | Q1→Q2 |
| IJK | Exit | <0.01% to 0% | $4K | Q1→Q2 |
| IWN | Exit | <0.01% to 0% | $3K | Q1→Q2 |
| IJR | Exit | <0.01% to 0% | $3K | Q1→Q2 |
| IJS | Exit | <0.01% to 0% | $3K | Q1→Q2 |
| IJT | Exit | <0.01% to 0% | $2K | Q1→Q2 |
| INTU | Add | 0.68% to 1.4% | +264.2% sh | Q1→Q2 |
| CRK | Add | 1.9% to 1.3% | +0.8% sh | Q1→Q2 |
| QCOM | Add | 1.8% to 2.4% | +0.2% sh | Q1→Q2 |
| SWK | Add | 1.5% to 1.9% | +4.8% sh | Q1→Q2 |
| IBM | Add | 2.1% to 2.4% | +7.5% sh | Q1→Q2 |
| FTV | Add | 0.80% to 1.0% | +27.2% sh | Q1→Q2 |
| CRGY | Add | 0.70% to 0.47% | +0.5% sh | Q1→Q2 |
| CME | Add | 1.3% to 1.0% | +19.4% sh | Q1→Q2 |
| DVN | Add | 0.33% to 0.55% | +117.1% sh | Q1→Q2 |
| TREX | Add | 0.71% to 0.91% | +1.5% sh | Q1→Q2 |
| BAM | Add | 0.43% to 0.59% | +48.3% sh | Q1→Q2 |
| DHR | Add | 1.6% to 1.7% | +18.8% sh | Q1→Q2 |
| MSFT | Add | 2.3% to 2.2% | +1.0% sh | Q1→Q2 |
| WDAY | Add | 1.1% to 1.3% | +28.9% sh | Q1→Q2 |
| CMCO | Add | 1.6% to 1.7% | +11.8% sh | Q1→Q2 |
| NTRS | Add | 0.28% to 0.16% | +1.0% sh | Q1→Q2 |
| VNT | Add | 1.8% to 1.7% | +24.6% sh | Q1→Q2 |
| ACGL | Add | 1.8% to 1.7% | +0.7% sh | Q1→Q2 |
| DIS | Add | 1.5% to 1.4% | +1.2% sh | Q1→Q2 |
| CI | Add | 1.9% to 1.8% | +0.5% sh | Q1→Q2 |
| TMO | Add | 1.6% to 1.5% | +1.0% sh | Q1→Q2 |
| MKTX | Add | 1.2% to 1.3% | +65.7% sh | Q1→Q2 |
| VTOL | Add | 1.0% to 0.95% | +16.6% sh | Q1→Q2 |
| RSP | Add | 0.21% to 0.22% | +1.3% sh | Q1→Q2 |
| UPS | Add | 0.57% to 0.58% | +1.4% sh | Q1→Q2 |
| VIG | Add | 0.20% to 0.21% | +1.3% sh | Q1→Q2 |
| REI | Add | 0.02% to 0.01% | +21.1% sh | Q1→Q2 |
| VYMI | Add | 0.09% to 0.08% | +1.4% sh | Q1→Q2 |
| VIGI | Add | 0.01% to 0.01% | +62.7% sh | Q1→Q2 |
| VGT | Add | 0.01% to 0.02% | +700.0% sh | Q1→Q2 |
| VUG | Add | <0.01% to <0.01% | +500.0% sh | Q1→Q2 |
| DELL | Reduce | 3.0% to 5.7% | −20.4% sh | Q1→Q2 |
| INTC | Reduce | 2.5% to 4.2% | −43.3% sh | Q1→Q2 |
| XOM | Reduce | 5.3% to 3.7% | −6.3% sh | Q1→Q2 |
| PHYS | Reduce | 6.8% to 5.3% | −0.6% sh | Q1→Q2 |
| EQT | Reduce | 3.3% to 2.5% | −1.6% sh | Q1→Q2 |
| FANG | Reduce | 3.8% to 3.0% | −2.0% sh | Q1→Q2 |
| COP | Reduce | 1.3% to 0.54% | −40.7% sh | Q1→Q2 |
| UNH | Reduce | 1.8% to 2.4% | −4.2% sh | Q1→Q2 |
| PR | Reduce | 2.5% to 2.0% | −2.0% sh | Q1→Q2 |
| SLB | Reduce | 2.0% to 1.7% | −3.1% sh | Q1→Q2 |
| ELV | Reduce | 1.9% to 2.3% | −2.1% sh | Q1→Q2 |
| GNRC | Reduce | 1.0% to 1.4% | −2.1% sh | Q1→Q2 |
| TKR | Reduce | 1.4% to 1.7% | −5.3% sh | Q1→Q2 |
| ILMN | Reduce | 1.3% to 1.6% | −2.6% sh | Q1→Q2 |
| GOOG | Reduce | 3.1% to 3.4% | −2.9% sh | Q1→Q2 |
| ST | Reduce | 1.0% to 1.3% | −1.9% sh | Q1→Q2 |
| FDX | Reduce | 0.99% to 0.78% | −2.3% sh | Q1→Q2 |
| BRK.B | Reduce | 2.6% to 2.4% | −4.3% sh | Q1→Q2 |
| BN | Reduce | 2.2% to 2.1% | −2.3% sh | Q1→Q2 |
| META | Reduce | 0.79% to 0.70% | −2.3% sh | Q1→Q2 |
| CVX | Reduce | 0.24% to 0.16% | −10.2% sh | Q1→Q2 |
| GDXJ | Reduce | 0.28% to 0.20% | −6.6% sh | Q1→Q2 |
| VRSN | Reduce | 0.82% to 0.75% | −1.6% sh | Q1→Q2 |
| OVV | Reduce | 0.26% to 0.21% | −4.0% sh | Q1→Q2 |
| WRK | Reduce | 1.5% to 1.5% | −2.5% sh | Q1→Q2 |
| LBRT | Reduce | 0.25% to 0.21% | −0.3% sh | Q1→Q2 |
| MCO | Reduce | 0.59% to 0.55% | −2.4% sh | Q1→Q2 |
| XLE | Reduce | 0.19% to 0.15% | −2.6% sh | Q1→Q2 |
| T | Reduce | 0.08% to 0.05% | −0.5% sh | Q1→Q2 |
| BAC | Reduce | 0.58% to 0.61% | −2.2% sh | Q1→Q2 |
| BTE | Reduce | 0.17% to 0.14% | −0.8% sh | Q1→Q2 |
| XOP | Reduce | 0.12% to 0.09% | −3.5% sh | Q1→Q2 |
| SU | Reduce | 0.14% to 0.10% | −0.1% sh | Q1→Q2 |
| VOO | Reduce | 0.15% to 0.13% | −22.6% sh | Q1→Q2 |
| AR | Reduce | 0.08% to 0.06% | −4.1% sh | Q1→Q2 |
| COHR | Reduce | 3.5% to 3.5% | −34.9% sh | Q1→Q2 |
| ERO | Reduce | 0.21% to 0.19% | −0.6% sh | Q1→Q2 |
| URA | Reduce | 0.07% to 0.05% | −17.6% sh | Q1→Q2 |
| EG | Reduce | 0.08% to 0.06% | −24.0% sh | Q1→Q2 |
| RIG | Reduce | 0.04% to 0.02% | −34.2% sh | Q1→Q2 |
| GE | Reduce | 0.05% to 0.06% | −0.5% sh | Q1→Q2 |
| MA | Reduce | 0.18% to 0.17% | −2.2% sh | Q1→Q2 |
| STT | Reduce | 0.06% to 0.05% | −22.0% sh | Q1→Q2 |
| FNDF | Reduce | 0.16% to 0.15% | −5.8% sh | Q1→Q2 |
| CEF | Reduce | 0.07% to 0.05% | −0.6% sh | Q1→Q2 |
| TXN | Reduce | 0.10% to 0.08% | −40.0% sh | Q1→Q2 |
| MOAT | Reduce | 0.15% to 0.14% | −6.8% sh | Q1→Q2 |
| VYM | Reduce | 0.12% to 0.12% | −3.0% sh | Q1→Q2 |
| LUMN | Reduce | 3.9% to 3.9% | −1.8% sh | Q1→Q2 |
| NVDA | Reduce | 0.06% to 0.06% | −4.8% sh | Q1→Q2 |
| SPSM | Reduce | 0.08% to 0.08% | −3.8% sh | Q1→Q2 |
| FNDE | Reduce | 0.02% to 0.02% | −1.2% sh | Q1→Q2 |
| NLR | Reduce | 0.01% to <0.01% | −67.6% sh | Q1→Q2 |
| VEA | Reduce | 0.16% to 0.15% | −4.6% sh | Q1→Q2 |
| VHT | Reduce | 0.03% to 0.03% | −1.6% sh | Q1→Q2 |
| VBR | Reduce | <0.01% to <0.01% | −11.8% sh | Q1→Q2 |
| VV | Reduce | 0.01% to 0.01% | −8.1% sh | Q1→Q2 |
| VTV | Reduce | <0.01% to <0.01% | −13.0% sh | Q1→Q2 |
| VTI | Reduce | 0.19% to 0.19% | −7.5% sh | Q1→Q2 |