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CAPTRUST FINANCIAL ADVISORS: VHT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 80,846 VHT 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 80,846 shares
    Change vs previous 13F -2,353 shares

    0.04% of the 13F portfolio, value $24,173,729.

    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 83,199 shares
    Change vs previous 13F +1,817 shares

    0.04% of the 13F portfolio, value $22,657,265.

    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 81,382 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $23,425,815.

    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 81,337 shares
    Change vs previous 13F -8,003 shares

    0.04% of the 13F portfolio, value $21,115,145.

    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 89,340 shares
    Change vs previous 13F -437 shares

    0.05% of the 13F portfolio, value $22,186,641.

    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 89,777 shares
    Change vs previous 13F -4,950 shares

    0.06% of the 13F portfolio, value $23,766,638.

    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 94,727 shares
    Change vs previous 13F +4,848 shares

    0.07% of the 13F portfolio, value $24,031,291.

    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 89,879 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $25,363,855.

    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).