Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: VXF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 335,664 VXF 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 335,664 shares
    Change vs previous 13F +6,041 shares

    0.13% of the 13F portfolio, value $82,643,926.

    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 329,623 shares
    Change vs previous 13F +12,673 shares

    0.12% of the 13F portfolio, value $67,834,933.

    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 316,950 shares
    Change vs previous 13F +219,063 shares

    0.13% of the 13F portfolio, value $66,280,524.

    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 97,887 shares
    Change vs previous 13F +3,536 shares

    0.04% of the 13F portfolio, value $20,491,706.

    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 94,351 shares
    Change vs previous 13F -5,237 shares

    0.04% of the 13F portfolio, value $18,182,457.

    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 99,588 shares
    Change vs previous 13F +27,185 shares

    0.04% of the 13F portfolio, value $17,155,018.

    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 72,403 shares
    Change vs previous 13F -1,002 shares

    0.04% of the 13F portfolio, value $13,755,098.

    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 73,405 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,358,974.

    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).