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CAPTRUST FINANCIAL ADVISORS: VV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 254,810 VV 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 254,810 shares
    Change vs previous 13F +1,314 shares

    0.13% of the 13F portfolio, value $87,631,580.

    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 253,496 shares
    Change vs previous 13F +6,332 shares

    0.13% of the 13F portfolio, value $75,757,341.

    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 247,164 shares
    Change vs previous 13F +2,674 shares

    0.15% of the 13F portfolio, value $77,807,318.

    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 244,490 shares
    Change vs previous 13F -1,678 shares

    0.15% of the 13F portfolio, value $75,268,070.

    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 246,168 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $70,230,768.

    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 246,166 shares
    Change vs previous 13F +22,589 shares

    0.16% of the 13F portfolio, value $63,272,090.

    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 223,577 shares
    Change vs previous 13F -6,683 shares

    0.17% of the 13F portfolio, value $60,298,669.

    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 230,260 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $60,625,171.

    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).