How many shares of VB does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 2.9M shares of VB (VANGUARD SMALL-CAP VIPERS).

What is CAPTRUST FINANCIAL ADVISORS's VB position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's VB position is worth $883.6M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling VB?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their VB position (+2.9% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy VB?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in VB in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

VB
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in VANGUARD SMALL-CAP VIPERS

Current Value

$883.6M

Current Shares

2.9M

Total Value Change

+$882.5M

Total Shares Change

+2.9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.9M	+2.9%	$883.6M	1.3%	$303.12	52
2026-Q1	Increased	2.8M	+7.1%	$741.8M	1.3%	$261.14	54
2025-Q4	Increased	2.6M	+5.2%	$682M	1.3%	$256.22	52
2025-Q3	Increased	2.5M	+5.2%	$639M	1.3%	$251.68	52
2025-Q2	Increased	2.4M	+5.7%	$566M	1.3%	$233.82	52
2025-Q1	Increased	2.3M	+6.5%	$500.9M	1.3%	$218.06	53
2024-Q4	Increased	2.1M	+9.2%	$509.8M	1.5%	$235.33	54
2024-Q3	Increased	1.9M	+3.7%	$460.9M	1.4%	$231.46	51
2024-Q2	Increased	1.9M	+15.1%	$374.6M	1.2%	$213.56	56
2024-Q1	Increased	1.6M	+24.7%	$372M	1.4%	$223.02	60
2023-Q4	Increased	1.3M	+6.7%	$278.5M	1.0%	$207.51	46
2023-Q3	Increased	1.2M	+9.4%	$231.3M	0.9%	$182.97	47
2023-Q2	Increased	1.1M	+5.2%	$222.4M	0.9%	$190.45	46
2023-Q1	Increased	1.1M	+33.4%	$201.5M	0.9%	$180.81	55
2022-Q4	Increased	796,566	+9.0%	$146.2M	0.7%	$175.52	47
2022-Q3	Increased	730,551	+23.9%	$124.9M	0.7%	$161.39	52
2022-Q2	Increased	589,633	+0.2%	$103.8M	0.7%	$165.68	42
2022-Q1	Increased	588,524	+14.2%	$125.1M	0.8%	$199.26	48
2021-Q4	Increased	515,525	+15.1%	$116.5M	0.8%	$211.36	49
2021-Q3	Increased	447,957	+117.1%	$98M	0.8%	$203.50	68
2021-Q2	Increased	206,340	+28.7%	$46.5M	0.4%	$209.11	44
2021-Q1	Increased	160,336	+125.3%	$34.3M	0.4%	$198.22	56
2020-Q4	Increased	71,159	+181.7%	$13.9M	0.2%	$179.77	54
2020-Q3	Decreased	25,260	-5.5%	$3.9M	0.1%	$141.38	0
2020-Q2	Decreased	26,730	-4.0%	$3.9M	0.1%	$133.46	0
2020-Q1	Decreased	27,831	-14.7%	$3M	0.1%	$105.49	0
2019-Q4	Increased	32,627	+8.4%	$5.4M	0.1%	$151.49	29
2019-Q3	Increased	30,090	+71.4%	$4.6M	0.2%	$139.80	48
2019-Q2	Decreased	17,551	-0.4%	$2.8M	0.1%	$142.43	0
2019-Q1	Increased	17,625	+124.5%	$2.7M	0.1%	$138.48	51
2018-Q4	New	7,850	-	$1M	0.1%	$118.13	35

Other major holders of VB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

VB31 quarters

VB
31 quarters