<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>VB filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of VB compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>VB: filing for 2026-06-30 -- 44 added, 46 dropped, turnover 12.3%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,310 positions became 1,308: 44 added (2.54% of the fund), 46 dropped (3.3%). Turnover proxy 12.3%. Largest increases: Credo Technology Group Holding Ltd 0.21% to 0.55%; Astera Labs Inc 0.22% to 0.45%; REVOLUTION Medicines Inc 0.26% to 0.46%; MKS Instruments Inc 0.22% to 0.37%; Sterling Infrastructure Inc 0.17% to 0.3%; Jabil Inc 0.37% to 0.49%. Largest decreases: AST SpaceMobile Inc 0.3% to 0.15%; Insmed Inc 0.25% to 0.14%; Expand Energy Corp 0.37% to 0.27%; Albemarle Corp 0.3% to 0.19%; Royal Gold Inc 0.3% to 0.21%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.31% to 0.23%. New: DuPont de Nemours Inc (0.23%), Fedex Freight Holding Co Inc (0.2%), International Paper Co (0.12%), Alliant Energy Corp (0.12%), International Flavors &amp;amp; Fragrances Inc (0.12%), Fortive Corp (0.11%). Gone: Ciena Corp (0.38%), Lumentum Holdings Inc (0.35%), Comfort Systems USA Inc (0.34%), Coherent Corp (0.31%), DuPont de Nemours Inc (0.26%), Rocket Lab Corp (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2026-03-31 -- 34 added, 44 dropped, turnover 10.8%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,320 positions became 1,310: 34 added (1.85% of the fund), 44 dropped (2.37%). Turnover proxy 10.8%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.1% to 0.31%; TechnipFMC PLC 0.25% to 0.39%; CF Industries Holdings Inc 0.17% to 0.28%; Moderna Inc 0.14% to 0.25%; Circle Internet Group Inc 0.06% to 0.16%; Jacobs Solutions Inc 0.11% to 0.21%. Largest decreases: Rocket Lab Corp 0.52% to 0.26%; SoFi Technologies Inc 0.44% to 0.28%; Comfort Systems USA Inc 0.46% to 0.34%; Unity Software Inc 0.21% to 0.11%; Affirm Holdings Inc 0.27% to 0.17%; Credo Technology Group Holding Ltd 0.31% to 0.21%. New: Pinnacle Financial Partners Inc (0.18%), CDW Corp/DE (0.11%), Trimble Inc (0.11%), Tyler Technologies Inc (0.1%), Genuine Parts Co (0.1%), Invitation Homes Inc (0.1%). Gone: Sandisk Corp/DE (0.46%), Exact Sciences Corp (0.27%), Teradyne Inc (0.21%), Comerica Inc (0.16%), Dayforce Inc (0.15%), Avidity Biosciences Inc (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2025-12-31 -- 35 added, 43 dropped, turnover 9.5%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,328 positions became 1,320: 35 added (2.5% of the fund), 43 dropped (1.33%). Turnover proxy 9.5%. Largest increases: Sandisk Corp/DE 0.23% to 0.46%; Lumentum Holdings Inc 0.16% to 0.36%; New Issuer: BB Company ID:72400263 0.32% to 0.52%; Coherent Corp 0.25% to 0.41%; Ciena Corp 0.3% to 0.46%; Omnicom Group Inc 0.23% to 0.36%. Largest decreases: Insmed Inc 0.44% to 0.26%; Alexandria Real Estate Equities Inc 0.21% to 0.12%; Pure Storage Inc 0.38% to 0.29%; Duolingo Inc 0.18% to 0.09%; Nutanix Inc 0.28% to 0.19%; AECOM 0.25% to 0.18%. New: Flex Ltd (0.31%), DuPont de Nemours Inc (0.24%), Burlington Stores Inc (0.13%), Gartner Inc (0.12%), Qnity Electronics Inc (0.12%), Weyerhaeuser Co (0.12%). Gone: Reddit Inc (0.2%), Mr Cooper Group Inc (0.2%), Interpublic Group of Cos Inc/The (0.15%), Light &amp;amp; Wonder Inc (0.1%), Liberty Media Corp-Liberty Live (0.07%), Spirit AeroSystems Holdings Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Feb 2026 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2025-09-30 -- 36 added, 48 dropped, turnover 9.7%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,340 positions became 1,328: 36 added (1.74% of the fund), 48 dropped (1.76%). Turnover proxy 9.7%. Largest increases: Astera Labs Inc 0.19% to 0.38%; Bloom Energy Corp 0.08% to 0.26%; Insmed Inc 0.29% to 0.44%; Oklo Inc 0.05% to 0.19%; SoFi Technologies Inc 0.31% to 0.44%; Sandisk Corp/DE 0.09% to 0.23%. Largest decreases: Sprouts Farmers Market Inc 0.26% to 0.16%; Align Technology Inc 0.21% to 0.13%; Reddit Inc 0.28% to 0.2%; Toast Inc 0.33% to 0.26%; Liberty Broadband Corp 0.18% to 0.11%; Twilio Inc 0.27% to 0.2%. New: SOUTHSTATE BANK CORP (0.15%), Centene Corp (0.13%), Sun Communities Inc (0.12%), Okta Inc (0.11%), Clorox Co/The (0.11%), Best Buy Co Inc (0.11%). Gone: Juniper Networks Inc (0.21%), SouthState Corp (0.15%), Blueprint Medicines Corp (0.13%), Skechers USA Inc (0.13%), Walgreens Boots Alliance Inc (0.13%), AZEK Co Inc/The (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Nov 2025 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2025-06-30 -- 30 added, 45 dropped, turnover 9.4%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,355 positions became 1,340: 30 added (2.02% of the fund), 45 dropped (1.13%). Turnover proxy 9.4%. Largest increases: NRG Energy Inc 0.33% to 0.5%; Illumina Inc 0.11% to 0.23%; Aptiv Holdings Ltd 0.12% to 0.24%; Textron Inc 0.11% to 0.23%; QXO Inc 0.07% to 0.18%; Credo Technology Group Holding Ltd 0.1% to 0.21%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.5% to 0.01%; Sarepta Therapeutics Inc 0.1% to 0.03%; Corcept Therapeutics Inc 0.18% to 0.11%; Texas Pacific Land Corp 0.23% to 0.15%; BioMarin Pharmaceutical Inc 0.23% to 0.17%; Conagra Brands Inc 0.22% to 0.16%. New: New Issuer: BB Company ID:72400263 (0.25%), Zebra Technologies Corp (0.13%), Ball Corp (0.12%), Fidelity National Financial Inc (0.12%), Everest Group Ltd (0.12%), Teradyne Inc (0.12%). Gone: Intra-Cellular Therapies Inc (0.23%), United States Steel Corp (0.14%), Rocket Lab USA Inc (0.13%), Berry Global Group Inc (0.13%), Beacon Roofing Supply Inc (0.13%), H&amp;amp;E Equipment Services Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Aug 2025 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2025-03-31 -- 26 added, 39 dropped, turnover 8.6%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,368 positions became 1,355: 26 added (1.63% of the fund), 39 dropped (1.31%). Turnover proxy 8.6%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.15% to 0.5%; BioMarin Pharmaceutical Inc 0.1% to 0.23%; Conagra Brands Inc 0.11% to 0.22%; Revvity Inc 0.11% to 0.22%; Stanley Black &amp;amp; Decker Inc 0.1% to 0.21%; Corcept Therapeutics Inc 0.07% to 0.18%. Largest decreases: Deckers Outdoor Corp 0.51% to 0.3%; Astera Labs Inc 0.26% to 0.13%; Manhattan Associates Inc 0.27% to 0.18%; Sarepta Therapeutics Inc 0.18% to 0.1%; Vaxcyte Inc 0.16% to 0.08%; Pure Storage Inc 0.31% to 0.24%. New: CNH Industrial NV (0.17%), Hologic Inc (0.12%), CF Industries Holdings Inc (0.12%), Textron Inc (0.11%), First Solar Inc (0.11%), Illumina Inc (0.11%). Gone: Robinhood Markets Inc (0.22%), Smartsheet Inc (0.12%), Altair Engineering Inc (0.11%), Aspen Technology Inc (0.1%), Summit Materials Inc (0.1%), Arcadium Lithium PLC (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 May 2025 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2024-12-31 -- 27 added, 42 dropped, turnover 9.1%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,383 positions became 1,368: 27 added (1.55% of the fund), 42 dropped (2.21%). Turnover proxy 9.1%. Largest increases: Reddit Inc 0.03% to 0.27%; Astera Labs Inc 0.02% to 0.26%; Expand Energy Corp 0.17% to 0.36%; SoFi Technologies Inc 0.12% to 0.26%; Deckers Outdoor Corp 0.4% to 0.51%; Rocket Lab USA Inc 0.06% to 0.16%. Largest decreases: Builders FirstSource Inc 0.37% to 0.27%; AES Corp/The 0.24% to 0.15%; Booz Allen Hamilton Holding Corp 0.35% to 0.27%; Carlisle Cos Inc 0.34% to 0.27%; Tenet Healthcare Corp 0.26% to 0.2%; Wingstop Inc 0.2% to 0.14%. New: Aptiv Holdings Ltd (0.12%), Skyworks Solutions Inc (0.12%), Avantor Inc (0.11%), Revvity Inc (0.11%), Conagra Brands Inc (0.11%), BioMarin Pharmaceutical Inc (0.1%). Gone: Axon Enterprise Inc (0.47%), Targa Resources Corp (0.27%), MicroStrategy Inc (0.24%), AppLovin Corp (0.24%), Catalent Inc (0.17%), Carvana Co (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2025 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2024-09-30 -- 28 added, 47 dropped, turnover 7.6%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,402 positions became 1,383: 28 added (1.53% of the fund), 47 dropped (1.06%). Turnover proxy 7.6%. Largest increases: AES Corp/The 0.11% to 0.24%; J M Smucker Co/The 0.1% to 0.2%; Lumen Technologies Inc 0.02% to 0.12%; Axon Enterprise Inc 0.38% to 0.47%; Host Hotels &amp;amp; Resorts Inc 0.11% to 0.2%; Vaxcyte Inc 0.13% to 0.22%. Largest decreases: Targa Resources Corp 0.52% to 0.27%; Pure Storage Inc 0.36% to 0.26%; elf Beauty Inc 0.2% to 0.1%; Entegris Inc 0.37% to 0.28%; Celsius Holdings Inc 0.17% to 0.08%; Carvana Co 0.25% to 0.17%. New: Smurfit WestRock PLC (0.42%), Talen Energy Corp (0.15%), Albemarle Corp (0.09%), Incyte Corp (0.09%), Sirius XM Holdings Inc (0.09%), Roivant Sciences Ltd (0.08%). Gone: Westrock Co (0.24%), Brown &amp;amp; Brown Inc (0.19%), Equitrans Midstream Corp (0.1%), Encore Wire Corp (0.08%), Cerevel Therapeutics Holdings Inc (0.05%), SITE Centers Corp (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Nov 2024 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2024-06-30 -- 25 added, 33 dropped, turnover 7.8%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,410 positions became 1,402: 25 added (0.84% of the fund), 33 dropped (1.15%). Turnover proxy 7.8%. Largest increases: AppLovin Corp 0.16% to 0.29%; Insmed Inc 0.07% to 0.2%; Rivian Automotive Inc 0.07% to 0.19%; Jack Henry &amp;amp; Associates Inc 0.11% to 0.22%; Interpublic Group of Cos Inc/The 0.11% to 0.2%; CarMax Inc 0.12% to 0.21%. Largest decreases: MicroStrategy Inc 0.45% to 0.2%; Builders FirstSource Inc 0.45% to 0.31%; Celsius Holdings Inc 0.25% to 0.17%; Exact Sciences Corp 0.22% to 0.14%; Cleveland-Cliffs Inc 0.2% to 0.13%; Five Below Inc 0.17% to 0.1%. New: Solventum Corp (0.13%), LKQ Corp (0.1%), J M Smucker Co/The (0.1%), EPAM Systems Inc (0.09%), Valaris Ltd (0.08%), Maplebear Inc (0.08%). Gone: Vertiv Holdings Co (0.26%), Vistra Corp (0.22%), Shockwave Medical Inc (0.21%), Apartment Income REIT Corp (0.08%), American Equity Investment Life Holding Co (0.08%), MDC Holdings Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Aug 2024 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2024-03-31 -- 26 added, 37 dropped, turnover 8.5%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,421 positions became 1,410: 26 added (1.61% of the fund), 37 dropped (1.42%). Turnover proxy 8.5%. Largest increases: MicroStrategy Inc 0.13% to 0.45%; Williams-Sonoma Inc 0.25% to 0.36%; Celsius Holdings Inc 0.14% to 0.25%; Eastman Chemical Co 0.1% to 0.21%; DocuSign Inc 0.11% to 0.21%; Deckers Outdoor Corp 0.33% to 0.42%. Largest decreases: New York Community Bancorp Inc 0.13% to 0.04%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.1% to 0.02%; MarketAxess Holdings Inc 0.21% to 0.15%; Vertiv Holdings Co 0.31% to 0.26%; Bunge Global SA 0.31% to 0.26%; SoFi Technologies Inc 0.16% to 0.11%. New: AES Corp/The (0.11%), NiSource Inc (0.11%), UDR Inc (0.11%), Evergy Inc (0.11%), Insulet Corp (0.11%), Twilio Inc (0.09%). Gone: Super Micro Computer Inc (0.26%), Howmet Aerospace Inc (0.21%), Karuna Therapeutics Inc (0.19%), ImmunoGen Inc (0.15%), Spirit Realty Capital Inc (0.12%), Lazard Ltd (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 May 2024 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2023-12-31 -- 32 added, 49 dropped, turnover 8.2%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,438 positions became 1,421: 32 added (2.14% of the fund), 49 dropped (1.28%). Turnover proxy 8.2%. Largest increases: MarketAxess Holdings Inc 0.09% to 0.21%; Charles River Laboratories International Inc 0.11% to 0.23%; Equitable Holdings Inc 0.11% to 0.21%; Affirm Holdings Inc 0.09% to 0.19%; Etsy Inc 0.09% to 0.18%; Boston Properties Inc 0.09% to 0.19%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.41% to 0.1%; Lattice Semiconductor Corp 0.26% to 0.18%; Sarepta Therapeutics Inc 0.24% to 0.16%; APA Corp 0.28% to 0.21%; Hasbro Inc 0.19% to 0.13%; Kinsale Capital Group Inc 0.2% to 0.14%. New: Bunge Global SA (0.31%), CarMax Inc (0.12%), DocuSign Inc (0.11%), Teleflex Inc (0.11%), Crown Holdings Inc (0.11%), Qorvo Inc (0.1%). Gone: Bunge Ltd (0.36%), Fair Isaac Corp (0.22%), National Instruments Corp (0.17%), New Relic Inc (0.11%), Denbury Inc (0.1%), Hostess Brands Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Feb 2024 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2023-09-30 -- 27 added, 31 dropped, turnover 8.4%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,442 positions became 1,438: 27 added (1.46% of the fund), 31 dropped (1.95%). Turnover proxy 8.4%. Largest increases: RB Global Inc 0% to 0.25%; Westrock Co 0.08% to 0.2%; Vertiv Holdings Co 0.16% to 0.28%; Catalent Inc 0.08% to 0.17%; Juniper Networks Inc 0.11% to 0.2%; Ovintiv Inc 0.2% to 0.28%. Largest decreases: Fair Isaac Corp 0.4% to 0.22%; Apellis Pharmaceuticals Inc 0.19% to 0.08%; Exact Sciences Corp 0.36% to 0.27%; Masimo Corp 0.17% to 0.1%; Inspire Medical Systems Inc 0.2% to 0.13%; Penumbra Inc 0.26% to 0.19%. New: Liberty Media Corp-Liberty Formula One (0.27%), TechnipFMC PLC (0.19%), BorgWarner Inc (0.1%), TKO Group Holdings Inc (0.1%), MarketAxess Holdings Inc (0.09%), Etsy Inc (0.09%). Gone: Liberty Media Corp-Liberty Formula One (0.31%), Life Storage Inc (0.24%), PDC Energy Inc (0.13%), Univar Solutions Inc (0.12%), IVERIC bio Inc (0.11%), Triton International Ltd (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2023-06-30 -- 27 added, 39 dropped, turnover 7.9%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,454 positions became 1,442: 27 added (1.39% of the fund), 39 dropped (0.85%). Turnover proxy 7.9%. Largest increases: Super Micro Computer Inc 0.11% to 0.23%; Universal Health Services Inc 0.09% to 0.2%; Hasbro Inc 0.08% to 0.18%; F5 Inc 0.1% to 0.19%; Lear Corp 0.09% to 0.18%; Exact Sciences Corp 0.27% to 0.36%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.6% to 0.4%; First Horizon Corp 0.21% to 0.13%; Crane NXT Co 0.12% to 0.06%; BJ&apos;s Wholesale Club Holdings Inc 0.23% to 0.18%; Novocure Ltd 0.14% to 0.09%; MDU Resources Group Inc 0.14% to 0.09%. New: Caesars Entertainment Inc (0.11%), Annaly Capital Management Inc (0.1%), Vistra Corp (0.1%), Equitable Holdings Inc (0.1%), Crane Co (0.09%), Black Knight Inc (0.09%). Gone: First Solar Inc (0.25%), Evoqua Water Technologies Corp (0.14%), Oak Street Health Inc (0.12%), Maxar Technologies Inc (0.08%), Qualtrics International Inc (0.04%), Prometheus Biosciences Inc (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Aug 2023 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2023-03-31 -- 12 added, 40 dropped, turnover 8.1%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,482 positions became 1,454: 12 added (0.29% of the fund), 40 dropped (1.46%). Turnover proxy 8.1%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.48% to 0.6%; Lattice Semiconductor Corp 0.2% to 0.29%; Fortune Brands Innovations Inc 0.08% to 0.17%; Generac Holdings Inc 0.07% to 0.15%; Builders FirstSource Inc 0.22% to 0.29%; Whirlpool Corp 0.09% to 0.16%. Largest decreases: Signature Bank/New York NY 0.17% to 0%; Steel Dynamics Inc 0.37% to 0.21%; Howmet Aerospace Inc 0.34% to 0.18%; First Solar Inc 0.35% to 0.25%; Apache Corp 0.34% to 0.25%; Ovintiv Inc 0.29% to 0.2%. New: Hasbro Inc (0.08%), Axcelis Technologies Inc (0.05%), Prometheus Biosciences Inc (0.04%), DISH Network Corp (0.03%), iStar Inc (0.03%), NEXTracker Inc (0.02%). Gone: LPL Financial Holdings Inc (0.19%), STORE Capital Corp (0.19%), Coupa Software Inc (0.14%), IAA Inc (0.12%), LHC Group Inc (0.11%), South Jersey Industries Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 May 2023 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2022-12-31 -- 28 added, 45 dropped, turnover 8.5%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,499 positions became 1,482: 28 added (1% of the fund), 45 dropped (2.2%). Turnover proxy 8.5%. Largest increases: Exact Sciences Corp 0.07% to 0.2%; Fair Isaac Corp 0.25% to 0.34%; DENTSPLY SIRONA Inc 0.07% to 0.16%; Steel Dynamics Inc 0.3% to 0.37%; Apache Corp 0.27% to 0.34%; Axon Enterprise Inc 0.19% to 0.26%. Largest decreases: Wolfspeed Inc 0.31% to 0.2%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.59% to 0.48%; Texas Pacific Land Corp 0.27% to 0.17%; U-Haul Holding Co 0.11% to 0.01%; Entegris Inc 0.3% to 0.22%; Advanced Drainage Systems Inc 0.22% to 0.14%. New: U-Haul Holding Co (0.12%), Whirlpool Corp (0.09%), Fortune Brands Innovations Inc (0.08%), Ally Financial Inc (0.08%), Generac Holdings Inc (0.07%), Lumen Technologies Inc (0.06%). Gone: Molina Healthcare Inc (0.23%), Quanta Services Inc (0.22%), Avalara Inc (0.19%), Marathon Oil Corp (0.19%), Nielsen Holdings PLC (0.17%), Change Healthcare Inc (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 01 Mar 2023 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2022-09-30 -- 18 added, 46 dropped, turnover 8.9%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,527 positions became 1,499: 18 added (1.03% of the fund), 46 dropped (2.52%). Turnover proxy 8.9%. Largest increases: First Solar Inc 0.15% to 0.31%; Wolfspeed Inc 0.18% to 0.31%; Wynn Resorts Ltd 0.07% to 0.16%; Paylocity Holding Corp 0.16% to 0.24%; Cognex Corp 0.08% to 0.17%; Karuna Therapeutics Inc 0.07% to 0.15%. Largest decreases: Quanta Services Inc 0.42% to 0.22%; Molina Healthcare Inc 0.38% to 0.23%; Brown &amp;amp; Brown Inc 0.31% to 0.17%; LPL Financial Holdings Inc 0.33% to 0.2%; EQT Corp 0.27% to 0.17%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.68% to 0.59%. New: Healthcare Realty Trust Inc (0.19%), Aspentech Corp (0.17%), Coherent Corp (0.09%), DENTSPLY SIRONA Inc (0.07%), Exact Sciences Corp (0.07%), Elanco Animal Health Inc (0.07%). Gone: Constellation Energy Corp (0.22%), American Campus Communities Inc (0.21%), Coherent Inc (0.15%), Healthcare Trust of America Inc (0.15%), CDK Global Inc (0.15%), Sailpoint Technologies Holdings Inc (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Nov 2022 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2022-06-30 -- 36 added, 55 dropped, turnover 9.5%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,546 positions became 1,527: 36 added (1.31% of the fund), 55 dropped (2.55%). Turnover proxy 9.5%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.59% to 0.68%; United Therapeutics Corp 0.14% to 0.22%; Lantheus Holdings Inc 0.03% to 0.1%; Marqeta Inc 0.02% to 0.08%; LPL Financial Holdings Inc 0.26% to 0.33%; Quanta Services Inc 0.36% to 0.42%. Largest decreases: Marathon Oil Corp 0.35% to 0.19%; Constellation Energy Corp 0.35% to 0.22%; Alcoa Corp 0.32% to 0.2%; Cleveland-Cliffs Inc 0.29% to 0.17%; Upstart Holdings Inc 0.14% to 0.05%; Wolfspeed Inc 0.27% to 0.18%. New: QuidelOrtho Corp (0.11%), DraftKings Inc (0.1%), Crane Holdings Co (0.09%), AMC Entertainment Holdings Inc (0.08%), Wynn Resorts Ltd (0.07%), R1 RCM Inc (0.07%). Gone: Mosaic Co/The (0.23%), Diamondback Energy Inc (0.23%), CF Industries Holdings Inc (0.2%), VICI Properties Inc (0.2%), Coterra Energy Inc (0.2%), Zynga Inc (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Aug 2022 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2022-03-31 -- 35 added, 49 dropped, turnover 10.2%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,560 positions became 1,546: 35 added (1.71% of the fund), 49 dropped (1.74%). Turnover proxy 10.2%. Largest increases: Alcoa Corp 0.2% to 0.32%; Marathon Oil Corp 0.23% to 0.35%; Targa Resources Corp 0.21% to 0.33%; Cleveland-Cliffs Inc 0.18% to 0.29%; Ovintiv Inc 0.16% to 0.27%; Webster Financial Corp 0.09% to 0.19%. Largest decreases: VICI Properties Inc 0.34% to 0.2%; Trex Co Inc 0.28% to 0.14%; Masimo Corp 0.26% to 0.14%; Diamondback Energy Inc 0.35% to 0.23%; Ares Management Corp 0.21% to 0.12%; Novavax Inc 0.19% to 0.11%. New: Constellation Energy Corp (0.35%), Federal Realty Investment Trust (0.18%), Robinhood Markets Inc (0.14%), Hertz Global Holdings Inc (0.12%), HollyFrontier Corp (0.11%), SL Green Realty Corp (0.1%). Gone: Nuance Communications Inc (0.32%), CyrusOne Inc (0.2%), Athene Holding Ltd (0.2%), Federal Realty Investment Trust (0.19%), Arena Pharmaceuticals Inc (0.1%), CIT Group Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 31 May 2022 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2021-12-31 -- 70 added, 34 dropped, turnover 9.3%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,524 positions became 1,560: 70 added (1.71% of the fund), 34 dropped (1.97%). Turnover proxy 9.3%. Largest increases: Coterra Energy Inc 0.16% to 0.28%; NRG Energy Inc 0.09% to 0.19%; Builders FirstSource Inc 0.2% to 0.29%; Regal Rexnord Corp 0.11% to 0.21%; Aramark 0.08% to 0.17%; Procore Technologies Inc 0% to 0.09%. Largest decreases: Bill.com Holdings Inc 0.24% to 0%; Devon Energy Corp 0.22% to 0%; Avantor Inc 0.19% to 0%; ON Semiconductor Corp 0.18% to 0%; PerkinElmer Inc 0.18% to 0%; Upstart Holdings Inc 0.3% to 0.16%. New: Wolfspeed Inc (0.23%), Cadence Bank (0.1%), Lamb Weston Holdings Inc (0.08%), Globe Life Inc (0.08%), ZURN WATER SOLUTIONS CORP (0.08%), Mandiant Inc (0.07%). Gone: Hill-Rom Holdings Inc (0.18%), Acceleron Pharma Inc (0.17%), Cree Inc (0.17%), Cimarex Energy Co (0.16%), Rexnord Corp (0.14%), CoreSite Realty Corp (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 01 Mar 2022 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2021-09-30 -- 73 added, 31 dropped, turnover 8.3%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,482 positions became 1,524: 73 added (1.69% of the fund), 31 dropped (1.68%). Turnover proxy 8.3%. Largest increases: Upstart Holdings Inc 0.03% to 0.3%; Repligen Corp 0.19% to 0.28%; Kimco Realty Corp 0.16% to 0.24%; AGNC Investment Corp 0.08% to 0.15%; Doximity Inc 0% to 0.07%; Pinnacle West Capital Corp 0.08% to 0.15%. Largest decreases: MongoDB Inc 0.19% to 0%; Charles River Laboratories International Inc 0.34% to 0.19%; PerkinElmer Inc 0.31% to 0.18%; Avantor Inc 0.32% to 0.19%; Apollo Global Management Inc 0.24% to 0.12%; Novocure Ltd 0.18% to 0.09%. New: GXO Logistics Inc (0.17%), SoFi Technologies Inc (0.16%), Bath &amp;amp; Body Works Inc (0.15%), Frontier Communications Parent Inc (0.13%), Victoria&apos;s Secret &amp;amp; Co (0.09%), DT Midstream Inc (0.08%). Gone: Enphase Energy Inc (0.2%), PRA Health Sciences Inc (0.19%), Proofpoint Inc (0.18%), Catalent Inc (0.17%), Monolithic Power Systems Inc (0.15%), L Brands Inc (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Nov 2021 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2021-06-30 -- 55 added, 32 dropped, turnover 8.1%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,459 positions became 1,482: 55 added (1.23% of the fund), 32 dropped (2.16%). Turnover proxy 8.1%. Largest increases: Intellia Therapeutics Inc 0.09% to 0.18%; Scientific Games Corp 0.06% to 0.13%; Pool Corp 0.25% to 0.32%; Novavax Inc 0.22% to 0.28%; Charles River Laboratories International Inc 0.27% to 0.34%; Bill.com Holdings Inc 0.2% to 0.26%. Largest decreases: N/A 0.53% to 0%; Horizon Therapeutics Plc 0.19% to 0%; Generac Holdings Inc 0.19% to 0%; Caesars Entertainment Inc 0.16% to 0%; 10X Genomics Inc 0.12% to 0%; L Brands Inc 0.26% to 0.15%. New: Organon &amp;amp; Co (0.14%), Chesapeake Energy Corp (0.09%), Stem Inc (0.07%), Privia Health Group Inc (0.07%), DigitalBridge Group Inc (0.07%), Denbury Inc (0.07%). Gone: STERIS PLC (0.31%), Teledyne Technologies Inc (0.29%), Inphi Corp (0.17%), RealPage Inc (0.15%), FLIR Systems Inc (0.14%), TCF Financial Corp (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Aug 2021 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2021-03-31 -- 71 added, 35 dropped, turnover 10.5%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,423 positions became 1,459: 71 added (1.96% of the fund), 35 dropped (2.8%). Turnover proxy 10.5%. Largest increases: GameStop Corp 0.01% to 0.19%; Devon Energy Corp 0.12% to 0.28%; Williams-Sonoma Inc 0.16% to 0.26%; Diamondback Energy Inc 0.16% to 0.25%; L Brands Inc 0.17% to 0.26%; Signature Bank/New York NY 0.14% to 0.23%. Largest decreases: MongoDB Inc 0.39% to 0.14%; Enphase Energy Inc 0.41% to 0.18%; Catalent Inc 0.35% to 0.17%; Monolithic Power Systems Inc 0.32% to 0.14%; Sarepta Therapeutics Inc 0.26% to 0.1%; Penn National Gaming Inc 0.26% to 0.12%. New: Texas Pacific Land Corp (0.17%), Apache Corp (0.13%), NOV Inc (0.1%), Travel + Leisure Co (0.1%), SL Green Realty Corp (0.09%), Skillz Inc (0.08%). Gone: Plug Power Inc (0.32%), Etsy Inc (0.23%), Zebra Technologies Corp (0.21%), Teradyne Inc (0.2%), Burlington Stores Inc (0.18%), HubSpot Inc (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 01 Jun 2021 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2020-12-31 -- 65 added, 45 dropped, turnover 11.3%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,403 positions became 1,423: 65 added (2.13% of the fund), 45 dropped (4.26%). Turnover proxy 11.3%. Largest increases: Plug Power Inc 0.07% to 0.32%; Enphase Energy Inc 0.24% to 0.41%; MongoDB Inc 0.27% to 0.39%; TG Therapeutics Inc 0.04% to 0.14%; Sunrun Inc 0.17% to 0.27%; Diamondback Energy Inc 0.06% to 0.16%. Largest decreases: Zillow Group Inc 0.24% to 0%; Insulet Corp 0.4% to 0.17%; HubSpot Inc 0.33% to 0.18%; Etsy Inc 0.37% to 0.23%; Zebra Technologies Corp 0.35% to 0.21%; Teradyne Inc 0.34% to 0.2%. New: Terminix Global Holdings Inc (0.14%), Apartment Income REIT Corp (0.12%), Vontier Corp (0.09%), CMC Materials Inc (0.09%), VEREIT Inc (0.08%), Concentrix Corp (0.08%). Gone: Immunomedics Inc (0.46%), Peloton Interactive Inc (0.25%), Coupa Software Inc (0.24%), Teladoc Health Inc (0.23%), EPAM Systems Inc (0.22%), Livongo Health Inc (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Mar 2021 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2020-09-30 -- 76 added, 57 dropped, turnover 11.4%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,384 positions became 1,403: 76 added (3.5% of the fund), 57 dropped (1.58%). Turnover proxy 11.4%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.38% to 0.67%; Immunomedics Inc 0.21% to 0.46%; Penn National Gaming Inc 0.11% to 0.27%; Horizon Therapeutics Plc 0.3% to 0.44%; Sunrun Inc 0.05% to 0.17%; Jazz Pharmaceuticals PLC 0.08% to 0.19%. Largest decreases: Coupa Software Inc 0.53% to 0.24%; Teladoc Health Inc 0.41% to 0.23%; EPAM Systems Inc 0.38% to 0.22%; Neurocrine Biosciences Inc 0.32% to 0.23%; Zscaler Inc 0.22% to 0.13%; Alteryx Inc 0.24% to 0.15%. New: Caesars Entertainment Inc (0.27%), Pinnacle West Capital Corp (0.11%), AGNC Investment Corp (0.1%), Mylan NV (0.1%), Host Hotels &amp;amp; Resorts Inc (0.1%), F5 Networks Inc (0.1%). Gone: West Pharmaceutical Services Inc (0.24%), Trade Desk Inc/The (0.24%), Caesars Entertainment Corp (0.19%), Legg Mason Inc (0.13%), LogMeIn Inc (0.12%), Eldorado Resorts Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Nov 2020 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2020-06-30 -- 86 added, 46 dropped, turnover 12.8%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,344 positions became 1,384: 86 added (3.67% of the fund), 46 dropped (2.12%). Turnover proxy 12.8%. Largest increases: Peloton Interactive Inc 0.04% to 0.32%; Coupa Software Inc 0.33% to 0.53%; Etsy Inc 0.17% to 0.36%; Fastly Inc 0.02% to 0.17%; Immunomedics Inc 0.09% to 0.21%; 10X Genomics Inc 0.03% to 0.13%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.87% to 0.38%; N/A 0.96% to 0.54%; Leidos Holdings Inc 0.48% to 0.19%; Tyler Technologies Inc 0.43% to 0.2%; West Pharmaceutical Services Inc 0.42% to 0.24%; Atmos Energy Corp 0.44% to 0.35%. New: Howmet Aerospace Inc (0.18%), Carlyle Group Inc/The (0.14%), OGE Energy Corp (0.09%), Newell Brands Inc (0.09%), Voya Financial Inc (0.08%), Sensata Technologies Holding PLC (0.08%). Gone: DocuSign Inc (0.48%), Cypress Semiconductor Corp (0.32%), RingCentral Inc (0.29%), Moderna Inc (0.26%), Tech Data Corp (0.17%), Anixter International Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Aug 2020 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2020-03-31 -- 17 added, 35 dropped, turnover 12.6%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,362 positions became 1,344: 17 added (0.56% of the fund), 35 dropped (1.3%). Turnover proxy 12.6%. Largest increases: Teladoc Health Inc 0.16% to 0.42%; DocuSign Inc 0.27% to 0.48%; Moderna Inc 0.1% to 0.26%; West Pharmaceutical Services Inc 0.28% to 0.42%; RingCentral Inc 0.16% to 0.29%; Tyler Technologies Inc 0.3% to 0.43%. Largest decreases: Spirit AeroSystems Holdings Inc 0.19% to 0.09%; WPX Energy Inc 0.15% to 0.05%; Sabre Corp 0.16% to 0.06%; US Foods Holding Corp 0.24% to 0.14%; New Residential Investment Corp 0.17% to 0.08%; Park Hotels &amp;amp; Resorts Inc 0.16% to 0.07%. New: Essential Utilities Inc (0.33%), Reynolds Consumer Products Inc (0.05%), United States Treasury Bill (0.05%), Enerpac Tool Group Corp (0.04%), Diversified Healthcare Trust (0.03%), Schrodinger Inc/United States (0.01%). Gone: Aqua America Inc. (0.26%), Liberty Property Trust (0.24%), Medicines Co. (0.16%), Gardner Denver Holdings Inc. (0.13%), Pattern Energy Group Inc. (0.07%), Senior Housing Properties Trust (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>VB: filing for 2019-12-31 -- 19 added, 55 dropped, turnover 6.8%</title><link>https://themulden.com/funds/vb/</link><guid isPermaLink="true">https://themulden.com/funds/vb/</guid><description>1,398 positions became 1,362: 19 added (0.49% of the fund), 55 dropped (1.68%). Turnover proxy 6.8%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.71% to 0.88%; Envista Holdings Corp. 0.02% to 0.12%; Sarepta Therapeutics Inc. 0.15% to 0.23%; Arrowhead Pharmaceuticals Inc. 0.07% to 0.15%; Reata Pharmaceuticals Inc. 0.04% to 0.12%; N/A 0.89% to 0.97%. Largest decreases: Burlington Stores Inc. 0.37% to 0.19%; Sage Therapeutics Inc. 0.2% to 0.1%; RingCentral Inc. 0.25% to 0.16%; ServiceMaster Global Holdings Inc. 0.21% to 0.13%; CyrusOne Inc. 0.25% to 0.19%; UGI Corp. 0.29% to 0.24%. New: Cabot Oil &amp;amp; Gas Corp. (0.09%), Cimpress plc (0.05%), O-I Glass Inc. (0.05%), Broadmark Realty Capital Inc. (0.04%), Audentes Therapeutics Inc. (0.03%), NexTier Oilfield Solutions Inc. (0.03%). Gone: Sun Communities Inc. (0.18%), Genesee &amp;amp; Wyoming Inc. (0.17%), MarketAxess Holdings Inc. (0.16%), Versum Materials Inc. (0.16%), Medidata Solutions Inc. (0.15%), Spark Therapeutics Inc. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>