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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in VANGUARD MID-CAP ETF

CAPTRUST FINANCIAL ADVISORS holds 1.4M shares of VO (VANGUARD MID-CAP ETF), worth $113M as of 2026-Q2. The position was increased (+320.7% shares). VO represents 0.2% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$113M

Current Shares

1.4M

Total Value Change

+$13.9M

Total Shares Change

+988,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+320.7%
$113M0.2%$80.57
58
2026-Q1
Increased
333,471
+0.7%
$95.8M0.2%$71.57
36
2025-Q4
Decreased
331,262
-1.4%
$96.1M0.2%$72.05
0
2025-Q3
Decreased
335,840
-2.3%
$98.6M0.2%$72.64
0
2025-Q2
Decreased
343,668
-11.9%
$96.2M0.2%$68.96
0
2025-Q1
Decreased
389,968
-1.0%
$90.9M0.2%$63.49
0
2024-Q4
Decreased
393,897
-4.9%
$93.9M0.3%$64.55
0
2024-Q3
Increased
414,085
+4.5%
$99.1M0.3%$64.22
37

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

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