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CAPTRUST FINANCIAL ADVISORS: VTV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,787,174 VTV 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 6,787,174 shares
    Change vs previous 13F +124,906 shares

    2.26% of the 13F portfolio, value $1,479,128,980.

    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 6,662,268 shares
    Change vs previous 13F +277,025 shares

    2.29% of the 13F portfolio, value $1,307,057,881.

    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 6,385,243 shares
    Change vs previous 13F +155,177 shares

    2.32% of the 13F portfolio, value $1,219,517,608.

    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 6,230,066 shares
    Change vs previous 13F +364,450 shares

    2.37% of the 13F portfolio, value $1,161,845,099.

    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 5,865,616 shares
    Change vs previous 13F +220,861 shares

    2.31% of the 13F portfolio, value $1,036,688,857.

    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 5,644,755 shares
    Change vs previous 13F +138,597 shares

    2.45% of the 13F portfolio, value $975,075,002.

    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 5,506,158 shares
    Change vs previous 13F +174,698 shares

    2.66% of the 13F portfolio, value $932,192,752.

    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 5,331,460 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $930,712,824.

    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).