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CAPTRUST FINANCIAL ADVISORS: VUG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 8,516,080 VUG 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 8,516,080 shares
    Change vs previous 13F +7,192,824 shares

    1.12% of the 13F portfolio, value $733,573,915.

    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 1,323,256 shares
    Change vs previous 13F +12,684 shares

    1.01% of the 13F portfolio, value $577,940,423.

    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 1,310,572 shares
    Change vs previous 13F -156,019 shares

    1.22% of the 13F portfolio, value $639,375,523.

    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 1,466,591 shares
    Change vs previous 13F -19,856 shares

    1.43% of the 13F portfolio, value $703,391,814.

    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 1,486,447 shares
    Change vs previous 13F +51,114 shares

    1.45% of the 13F portfolio, value $651,658,250.

    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 1,435,333 shares
    Change vs previous 13F +226,771 shares

    1.31% of the 13F portfolio, value $521,788,084.

    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 1,208,562 shares
    Change vs previous 13F -23,146 shares

    1.38% of the 13F portfolio, value $484,457,713.

    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 1,231,708 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $462,055,786.

    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).