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CAPTRUST FINANCIAL ADVISORS: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on VB, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 2,914,921 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,914,921 shares
    Change vs previous 13F +82,473 shares

    1.35% of the 13F portfolio, value $883,570,447.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,832,448 shares
    Change vs previous 13F +188,373 shares

    1.3% of the 13F portfolio, value $741,806,988.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,644,075 shares
    Change vs previous 13F +130,946 shares

    1.3% of the 13F portfolio, value $682,039,241.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,513,129 shares
    Change vs previous 13F +124,673 shares

    1.3% of the 13F portfolio, value $639,038,246.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,388,456 shares
    Change vs previous 13F +129,418 shares

    1.26% of the 13F portfolio, value $566,017,310.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,259,038 shares
    Change vs previous 13F +137,139 shares

    1.26% of the 13F portfolio, value $500,942,493.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,121,899 shares
    Change vs previous 13F +178,958 shares

    1.46% of the 13F portfolio, value $509,849,540.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,942,941 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $460,884,779.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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