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CAPTRUST FINANCIAL ADVISORS: VIOO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 71,829 VIOO 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 71,829 shares
    Change vs previous 13F -50,506 shares

    0.02% of the 13F portfolio, value $9,879,312.

    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 122,335 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $8,212,597.

    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 121,675 shares
    Change vs previous 13F +54,410 shares

    0.01% of the 13F portfolio, value $7,866,808.

    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 67,265 shares
    Change vs previous 13F +443 shares

    0.02% of the 13F portfolio, value $7,430,764.

    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 66,822 shares
    Change vs previous 13F +57,014 shares

    0.02% of the 13F portfolio, value $6,764,397.

    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 9,808 shares
    Change vs previous 13F +6,833 shares

    <0.01% of the 13F portfolio, value $946,546.

    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 2,975 shares
    Change vs previous 13F +643 shares

    <0.01% of the 13F portfolio, value $315,442.

    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 2,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,276.

    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).