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CAPTRUST FINANCIAL ADVISORS: VO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,402,905 VO 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 1,402,905 shares
    Change vs previous 13F +1,069,434 shares

    0.17% of the 13F portfolio, value $113,032,085.

    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 333,471 shares
    Change vs previous 13F +2,209 shares

    0.17% of the 13F portfolio, value $95,765,964.

    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 331,262 shares
    Change vs previous 13F -4,578 shares

    0.18% of the 13F portfolio, value $96,138,893.

    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 335,840 shares
    Change vs previous 13F -7,828 shares

    0.2% of the 13F portfolio, value $98,649,641.

    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 343,668 shares
    Change vs previous 13F -46,300 shares

    0.21% of the 13F portfolio, value $96,168,713.

    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 389,968 shares
    Change vs previous 13F -3,929 shares

    0.23% of the 13F portfolio, value $90,908,079.

    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 393,897 shares
    Change vs previous 13F -20,188 shares

    0.27% of the 13F portfolio, value $93,881,813.

    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 414,085 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $99,101,493.

    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).