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CAPTRUST FINANCIAL ADVISORS: VIG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,237,628 VIG 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 1,237,628 shares
    Change vs previous 13F +5,770 shares

    0.45% of the 13F portfolio, value $292,847,596.

    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 1,231,858 shares
    Change vs previous 13F +26,752 shares

    0.46% of the 13F portfolio, value $264,842,740.

    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 1,205,106 shares
    Change vs previous 13F -5,298 shares

    0.5% of the 13F portfolio, value $264,858,260.

    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 1,210,404 shares
    Change vs previous 13F -7,480 shares

    0.53% of the 13F portfolio, value $261,191,695.

    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 1,217,884 shares
    Change vs previous 13F +49,535 shares

    0.56% of the 13F portfolio, value $249,263,339.

    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 1,168,349 shares
    Change vs previous 13F +132,544 shares

    0.57% of the 13F portfolio, value $226,645,498.

    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 1,035,805 shares
    Change vs previous 13F +10,631 shares

    0.58% of the 13F portfolio, value $202,841,711.

    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 1,025,174 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $203,045,002.

    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).