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CAPTRUST FINANCIAL ADVISORS: VOO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,197,901 VOO 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 1,197,901 shares
    Change vs previous 13F +23,151 shares

    1.26% of the 13F portfolio, value $822,730,122.

    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 1,174,750 shares
    Change vs previous 13F -34,068 shares

    1.23% of the 13F portfolio, value $701,865,570.

    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 1,208,818 shares
    Change vs previous 13F +19,569 shares

    1.44% of the 13F portfolio, value $758,086,153.

    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 1,189,249 shares
    Change vs previous 13F +13,082 shares

    1.49% of the 13F portfolio, value $728,272,184.

    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 1,176,167 shares
    Change vs previous 13F +108,684 shares

    1.49% of the 13F portfolio, value $668,096,446.

    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 1,067,483 shares
    Change vs previous 13F +42,543 shares

    1.38% of the 13F portfolio, value $548,580,621.

    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 1,024,940 shares
    Change vs previous 13F -84,549 shares

    1.58% of the 13F portfolio, value $552,247,652.

    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 1,109,489 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $585,439,644.

    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).