Back to CAPTRUST FINANCIAL ADVISORS

VBR
Showing 8 of 30 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+4.4%
$280.2M0.5%$227.25
39
2025-Q4
Increased
1.2M
+0.9%
$261.8M0.5%$213.93
37
2025-Q3
Increased
1.2M
+7.7%
$255.6M0.5%$206.99
47
2025-Q2
Decreased
1.1M
-35.1%
$221.6M0.5%$193.04
0
2025-Q1
Increased
1.8M
+3.4%
$326.4M0.8%$183.00
45
2024-Q4
Increased
1.7M
+9.4%
$335.7M1.0%$193.61
48
2024-Q3
Increased
1.5M
+655.6%
$310.9M0.9%$195.32
70
2024-Q2
Increased
204,911
+1.8%
$37.4M0.1%$177.05
35

Other major holders of VBR: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used