Position history for CAPTRUST FINANCIAL ADVISORS's holdings in VANGUARD INDEX FDS
CAPTRUST FINANCIAL ADVISORS holds 1.3M shares of VBR (VANGUARD INDEX FDS), worth $280.2M as of 2026-Q1. The position was increased (+4.4% shares). VBR represents 0.5% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$280.2M
Current Shares
1.3M
Total Value Change
+$242.8M
Total Shares Change
+1.1M
Other major holders of VBR: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 1.3M |
+4.4% |
| $280.2M |
| 0.5% |
| $227.25 |
39 |
| 2025-Q4 | Increased | 1.2M | +0.9% | $261.8M | 0.5% | $213.93 | 37 |
| 2025-Q3 | Increased | 1.2M | +7.7% | $255.6M | 0.5% | $206.99 | 47 |
| 2025-Q2 | Decreased | 1.1M | -35.1% | $221.6M | 0.5% | $193.04 | 0 |
| 2025-Q1 | Increased | 1.8M | +3.4% | $326.4M | 0.8% | $183.00 | 45 |
| 2024-Q4 | Increased | 1.7M | +9.4% | $335.7M | 1.0% | $193.61 | 48 |
| 2024-Q3 | Increased | 1.5M | +655.6% | $310.9M | 0.9% | $195.32 | 70 |
| 2024-Q2 | Increased | 204,911 | +1.8% | $37.4M | 0.1% | $177.05 | 35 |