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CAPTRUST FINANCIAL ADVISORS: VT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 62,824 VT 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 62,824 shares
    Change vs previous 13F +867 shares

    0.02% of the 13F portfolio, value $9,860,174.

    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 61,957 shares
    Change vs previous 13F +11,058 shares

    0.01% of the 13F portfolio, value $8,567,915.

    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 50,899 shares
    Change vs previous 13F +7,024 shares

    0.01% of the 13F portfolio, value $7,179,799.

    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 43,875 shares
    Change vs previous 13F +1,935 shares

    0.01% of the 13F portfolio, value $6,046,034.

    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 41,940 shares
    Change vs previous 13F +8,358 shares

    0.01% of the 13F portfolio, value $5,390,107.

    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 33,582 shares
    Change vs previous 13F +5,080 shares

    0.01% of the 13F portfolio, value $3,893,797.

    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 28,502 shares
    Change vs previous 13F -738 shares

    0.01% of the 13F portfolio, value $3,348,418.

    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 29,240 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,500,002.

    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).