Vann Equity Management LLC

All 13F Filings

Location
Plano, TX
Most recent 13F
Q3 2026
Holdings value ($000)
168,160
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/7/2026 174 168,160 13F-HR Vann Equity Management LLC
Q2 2026 8/5/2026 168 164,657 13F-HR Vann Equity Management LLC
Q1 2026 5/8/2026 158 140,399 13F-HR Vann Equity Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 148.6 K 88.3% 1.133 K 0 1.133 K
ETFs 19.61 K 11.7% 2.373 K 0 2.373 K
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Fund Snapshot

Q3 2026
Latest filed
10/7/2026
Total value ($000)
168,160
Holdings
174
QoQ value change ($000)
3,503 (2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.