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Richard Bernstein Advisors LLC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on VTV, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 969,895 VTV shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 969,895 shares
    Change vs previous 13F -692,359 shares

    5.52% of the 13F portfolio, value $190,298,307.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 1,662,254 shares
    Change vs previous 13F -30,209 shares

    9.33% of the 13F portfolio, value $317,478,079.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,692,463 shares
    Change vs previous 13F -55,308 shares

    8.99% of the 13F portfolio, value $315,078,910.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,747,771 shares
    Change vs previous 13F -73,885 shares

    7.62% of the 13F portfolio, value $308,904,869.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,821,656 shares
    Change vs previous 13F -64,020 shares

    7.61% of the 13F portfolio, value $314,672,815.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,885,676 shares
    Change vs previous 13F +273,995 shares

    7.23% of the 13F portfolio, value $319,244,857.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,611,681 shares
    Change vs previous 13F -54,512 shares

    6.03% of the 13F portfolio, value $281,351,053.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 1,666,193 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $267,274,054.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).