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CAPTRUST FINANCIAL ADVISORS: VYM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 951,013 VYM 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 951,013 shares
    Change vs previous 13F +94,365 shares

    0.23% of the 13F portfolio, value $150,288,538.

    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 856,648 shares
    Change vs previous 13F +36,399 shares

    0.22% of the 13F portfolio, value $126,859,733.

    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 820,249 shares
    Change vs previous 13F +22,237 shares

    0.22% of the 13F portfolio, value $117,722,177.

    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 798,012 shares
    Change vs previous 13F +6,541 shares

    0.23% of the 13F portfolio, value $112,477,854.

    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 791,471 shares
    Change vs previous 13F +10,859 shares

    0.24% of the 13F portfolio, value $105,508,759.

    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 780,612 shares
    Change vs previous 13F +52,419 shares

    0.25% of the 13F portfolio, value $100,662,225.

    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 728,193 shares
    Change vs previous 13F +8,105 shares

    0.27% of the 13F portfolio, value $92,909,440.

    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 720,088 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $92,313,184.

    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).