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CAPTRUST FINANCIAL ADVISORS: VTEB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 414,814 VTEB 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 414,814 shares
    Change vs previous 13F +50,017 shares

    0.03% of the 13F portfolio, value $20,981,272.

    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 364,797 shares
    Change vs previous 13F +1,262 shares

    0.03% of the 13F portfolio, value $18,199,454.

    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 363,535 shares
    Change vs previous 13F -12,589 shares

    0.03% of the 13F portfolio, value $18,282,151.

    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 376,124 shares
    Change vs previous 13F +2,420 shares

    0.04% of the 13F portfolio, value $18,832,553.

    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 373,704 shares
    Change vs previous 13F +68,962 shares

    0.04% of the 13F portfolio, value $18,322,723.

    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 304,742 shares
    Change vs previous 13F +6,253 shares

    0.04% of the 13F portfolio, value $15,121,275.

    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 298,489 shares
    Change vs previous 13F +3,807 shares

    0.04% of the 13F portfolio, value $14,963,251.

    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 294,682 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,064,134.

    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).