Position in VLTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,733,946
-$1,176,831 QoQ
Shares Held
30,920
-21.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $3,605,456 across 3 Pollution & Treatment Controls names. VLTO ranks #1 (75.8% of the industry book) .
All Filings in VLTO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,733,946 | 30,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,910,777 | 39,194 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,014,827 | 47,039 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,002,970 | 39,653 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,426,634 | 35,163 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,355,346 | 32,944 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,713,528 | 33,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,233,950 | 33,874 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,193,621 | 36,021 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,588,427 | 43,623 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||