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CAPTRUST FINANCIAL ADVISORS: VSGX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 33,745 VSGX 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 33,745 shares
    Change vs previous 13F -7,557 shares

    <0.01% of the 13F portfolio, value $2,778,598.

    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 41,302 shares
    Change vs previous 13F +1,519 shares

    0.01% of the 13F portfolio, value $2,962,563.

    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 39,783 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $2,849,250.

    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 39,609 shares
    Change vs previous 13F +702 shares

    0.01% of the 13F portfolio, value $2,747,646.

    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 38,907 shares
    Change vs previous 13F +3,393 shares

    0.01% of the 13F portfolio, value $2,548,438.

    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 35,514 shares
    Change vs previous 13F +852 shares

    0.01% of the 13F portfolio, value $2,094,626.

    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 34,662 shares
    Change vs previous 13F -6,739 shares

    0.01% of the 13F portfolio, value $1,965,361.

    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 41,401 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,546,545.

    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).