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CAPTRUST FINANCIAL ADVISORS: VGT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 270,953 VGT 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 270,953 shares
    Change vs previous 13F +212,653 shares

    0.05% of the 13F portfolio, value $32,384,270.

    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 58,300 shares
    Change vs previous 13F +26,658 shares

    0.07% of the 13F portfolio, value $40,675,287.

    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 31,642 shares
    Change vs previous 13F +6,534 shares

    0.05% of the 13F portfolio, value $23,851,351.

    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 25,108 shares
    Change vs previous 13F +925 shares

    0.04% of the 13F portfolio, value $18,746,725.

    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 24,183 shares
    Change vs previous 13F -5,948 shares

    0.04% of the 13F portfolio, value $16,039,862.

    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 30,131 shares
    Change vs previous 13F +7,878 shares

    0.04% of the 13F portfolio, value $16,342,562.

    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 22,253 shares
    Change vs previous 13F -2,441 shares

    0.04% of the 13F portfolio, value $13,837,088.

    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 24,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,483,423.

    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).