SEC 13F Intelligence

Richard Bernstein Advisors LLC / VTV

Richard Bernstein Advisors LLC’s Vanguard Index Fds Position

Does Richard Bernstein Advisors LLC own Vanguard Index Fds (VTV)? Yes969.9K shares worth $190M (+5.52% of its 13F portfolio) as of Q1 2026, down from 1.66M shares the prior filed quarter.

Position Value
$190M
Q1 2026
Shares
969.9K
% of Portfolio
+5.52%
Quarters Held
19
currently held

Position History VTV

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q4 ’21: $120MQ1 ’22: $125MQ2 ’22: $112MQ2 ’22Q3 ’22: $109MQ4 ’22: $128MQ1 ’23: $132MQ1 ’23Q2 ’23: $90MQ3 ’23: $84MQ4 ’23: $242MQ4 ’23Q1 ’24: $283MQ2 ’24: $267MQ3 ’24: $281MQ3 ’24Q4 ’24: $319MQ1 ’25: $315MQ2 ’25: $309MQ2 ’25Q3 ’25: $315MQ4 ’25: $317MQ1 ’26: $190MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026969.9K$190M+5.52%
Q4 20251.66M$317M+9.33%
Q3 20251.69M$315M+8.99%
Q2 20251.75M$309M+7.62%
Q1 20251.82M$315M+7.61%
Q4 20241.89M$319M+7.23%
Q3 20241.61M$281M+6.03%
Q2 20241.67M$267M+5.92%
Q1 20241.74M$283M+6.08%
Q4 20231.62M$242M+5.36%
Q3 2023612.5K$84M+1.89%
Q2 2023630.0K$90M+1.89%
Q1 2023952.5K$132M+2.79%
Q4 2022914.5K$128M+2.87%
Q3 2022884.7K$109M+2.73%
Q2 2022850.0K$112M+2.43%
Q1 2022846.9K$125M+2.46%
Q4 2021812.6K$120M+2.31%
Q4 201827.5K$3M+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richard Bernstein Advisors LLC’s full portfolio or all institutional holders of VTV.