Question 1

How many shares of VANGUARD BD INDEX FDS does CAPTRUST FINANCIAL ADVISORS own?

Accepted Answer

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 7.2M shares of VANGUARD BD INDEX FDS (VANGUARD BD INDEX FDS).

Question 2

What is CAPTRUST FINANCIAL ADVISORS's VANGUARD BD INDEX FDS position worth?

Accepted Answer

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's VANGUARD BD INDEX FDS position is worth $562.2M.

Question 3

Is CAPTRUST FINANCIAL ADVISORS buying or selling VANGUARD BD INDEX FDS?

Accepted Answer

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their VANGUARD BD INDEX FDS position (+12.1% change in shares).

Question 4

When did CAPTRUST FINANCIAL ADVISORS first buy VANGUARD BD INDEX FDS?

Accepted Answer

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in VANGUARD BD INDEX FDS in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7.2M	+12.1%	$562.2M	0.9%	—	50
2026-Q1	Increased	6.4M	+2.3%	$504.6M	0.9%	—	45
2025-Q4	Increased	6.3M	+6.5%	$495.7M	0.9%	—	47
2025-Q3	Increased	5.9M	+9.7%	$465.8M	0.9%	—	48
2025-Q2	Increased	5.4M	+6.9%	$423.7M	0.9%	—	47
2025-Q1	Increased	5M	+30.6%	$394.1M	1.0%	—	56
2024-Q4	Increased	3.9M	+10.4%	$297.8M	0.9%	—	48
2024-Q3	Increased	3.5M	+11.9%	$274.6M	0.8%	—	49

VAVANGUARD BD INDEX FDS