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CAPTRUST FINANCIAL ADVISORS: VIGI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 486,689 VIGI 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 486,689 shares
    Change vs previous 13F +15,185 shares

    0.07% of the 13F portfolio, value $45,447,049.

    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 471,504 shares
    Change vs previous 13F +71,390 shares

    0.07% of the 13F portfolio, value $41,707,212.

    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 400,114 shares
    Change vs previous 13F +20,603 shares

    0.07% of the 13F portfolio, value $36,590,452.

    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 379,511 shares
    Change vs previous 13F +9,494 shares

    0.07% of the 13F portfolio, value $33,992,772.

    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 370,017 shares
    Change vs previous 13F +10,893 shares

    0.07% of the 13F portfolio, value $33,345,968.

    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 359,124 shares
    Change vs previous 13F +324,870 shares

    0.07% of the 13F portfolio, value $29,785,727.

    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 34,254 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $2,739,953.

    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 34,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,015,772.

    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).