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CAPTRUST FINANCIAL ADVISORS: VGSH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 343,225 VGSH 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 343,225 shares
    Change vs previous 13F +149,959 shares

    0.03% of the 13F portfolio, value $19,975,699.

    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 193,266 shares
    Change vs previous 13F +7,096 shares

    0.02% of the 13F portfolio, value $11,313,802.

    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 186,170 shares
    Change vs previous 13F +31,089 shares

    0.02% of the 13F portfolio, value $10,933,763.

    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 155,081 shares
    Change vs previous 13F -4,411 shares

    0.02% of the 13F portfolio, value $9,126,499.

    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 159,492 shares
    Change vs previous 13F -32,219 shares

    0.02% of the 13F portfolio, value $9,374,937.

    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 191,711 shares
    Change vs previous 13F +37,409 shares

    0.03% of the 13F portfolio, value $11,251,506.

    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 154,302 shares
    Change vs previous 13F -196,378 shares

    0.03% of the 13F portfolio, value $8,977,270.

    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 350,680 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,697,155.

    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).