Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: VBR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,294,112 VBR 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 1,294,112 shares
    Change vs previous 13F +4,192 shares

    0.48% of the 13F portfolio, value $314,456,302.

    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 1,289,920 shares
    Change vs previous 13F +53,907 shares

    0.49% of the 13F portfolio, value $280,210,868.

    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 1,236,013 shares
    Change vs previous 13F +11,525 shares

    0.5% of the 13F portfolio, value $261,775,287.

    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 1,224,488 shares
    Change vs previous 13F +87,902 shares

    0.52% of the 13F portfolio, value $255,562,991.

    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 1,136,586 shares
    Change vs previous 13F -615,641 shares

    0.49% of the 13F portfolio, value $221,645,685.

    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 1,752,227 shares
    Change vs previous 13F +58,237 shares

    0.82% of the 13F portfolio, value $326,422,422.

    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 1,693,990 shares
    Change vs previous 13F +145,622 shares

    0.96% of the 13F portfolio, value $335,714,931.

    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 1,548,368 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $310,881,317.

    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).