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CAPTRUST FINANCIAL ADVISORS: VPU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 155,280 VPU 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 155,280 shares
    Change vs previous 13F -5,360 shares

    0.05% of the 13F portfolio, value $30,392,993.

    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 160,640 shares
    Change vs previous 13F -66,513 shares

    0.06% of the 13F portfolio, value $31,829,202.

    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 227,153 shares
    Change vs previous 13F -1,419 shares

    0.08% of the 13F portfolio, value $42,032,343.

    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 228,572 shares
    Change vs previous 13F -372 shares

    0.09% of the 13F portfolio, value $43,293,743.

    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 228,944 shares
    Change vs previous 13F +4,591 shares

    0.09% of the 13F portfolio, value $40,410,878.

    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 224,353 shares
    Change vs previous 13F +27,885 shares

    0.1% of the 13F portfolio, value $38,321,804.

    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 196,468 shares
    Change vs previous 13F +706 shares

    0.09% of the 13F portfolio, value $32,106,769.

    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 195,762 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $34,072,461.

    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).