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Disclosery

CAPTRUST FINANCIAL ADVISORS: VFH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,338 VFH 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 38,338 shares
    Change vs previous 13F -55,152 shares

    0.01% of the 13F portfolio, value $5,045,243.

    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 93,490 shares
    Change vs previous 13F -36,297 shares

    0.02% of the 13F portfolio, value $11,294,497.

    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 129,787 shares
    Change vs previous 13F +1,480 shares

    0.03% of the 13F portfolio, value $17,325,286.

    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 128,307 shares
    Change vs previous 13F -20,834 shares

    0.03% of the 13F portfolio, value $16,839,031.

    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 149,141 shares
    Change vs previous 13F -3,008 shares

    0.04% of the 13F portfolio, value $18,985,612.

    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 152,149 shares
    Change vs previous 13F -3,333 shares

    0.05% of the 13F portfolio, value $18,177,255.

    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 155,482 shares
    Change vs previous 13F -6,163 shares

    0.05% of the 13F portfolio, value $18,357,802.

    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 161,645 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,766,424.

    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).