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CAPTRUST FINANCIAL ADVISORS: VCSH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 373,746 VCSH 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 373,746 shares
    Change vs previous 13F -1,202 shares

    0.05% of the 13F portfolio, value $29,537,107.

    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 374,948 shares
    Change vs previous 13F +44,820 shares

    0.05% of the 13F portfolio, value $29,722,050.

    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 330,128 shares
    Change vs previous 13F -15,934 shares

    0.05% of the 13F portfolio, value $26,321,132.

    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 346,062 shares
    Change vs previous 13F -8,642 shares

    0.06% of the 13F portfolio, value $27,660,706.

    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 354,704 shares
    Change vs previous 13F +75,789 shares

    0.06% of the 13F portfolio, value $28,198,953.

    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 278,915 shares
    Change vs previous 13F +18,538 shares

    0.06% of the 13F portfolio, value $22,017,534.

    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 260,377 shares
    Change vs previous 13F -1,289 shares

    0.06% of the 13F portfolio, value $20,312,010.

    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 261,666 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,781,539.

    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).