Apella Capital
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Apella Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Apella Capital’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.6M Buy
169,474
+21,462
+15% +$6.39M 0.62% 42
2026
Q2 		$44.2M Buy
148,012
+5,785
+4% +$1.66M 0.62% 40
2026
Q1 		$40.5M Buy
142,227
+1,322
+0.9% +$358K 0.6% 43
2025
Q4 		$36.3M Buy
140,905
+4,341
+3% +$1.11M 0.72% 37
2025
Q3 		$34.6M Buy
136,564
+54,870
+67% +$13.6M 0.77% 38
2025
Q2 		$19.7M Buy
81,694
+22,109
+37% +$4.93M 0.53% 43
2025
Q1 		$12.6M Buy
59,585
+4,012
+7% +$958K 0.43% 49
2024
Q4 		$13.4M Buy
55,573
+4,258
+8% +$1.05M 0.51% 43
2024
Q3 		$12M Buy
51,315
+8,836
+21% +$2.01M 0.5% 42
2024
Q2 		$9.18M Buy
42,479
+7,974
+23% +$1.75M 0.41% 46
2024
Q1 		$7.77M Buy
34,505
+6,353
+23% +$1.37M 0.39% 48
2023
Q4 		$5.81M Buy
28,152
+4,766
+20% +$918K 0.32% 59
2023
Q3 		$4.42M Buy
23,386
+3,361
+17% +$670K 0.31% 57
2023
Q2 		$3.98M Buy
+20,025
New +$3.78M 0.28% 58
2022
Q4 		$3.32M Buy
18,067
+7,882
+77% +$1.46M 0.3% 58
2022
Q3 		$1.74M Buy
10,185
+1,664
+20% +$314K 0.2% 70
2022
Q2 		$1.5M Sell
8,521
-215
-2% -$41.5K 0.18% 77
2022
Q1 		$1.86M Sell
8,736
-95
-1% -$20K 0.26% 60
2021
Q4 		$2M Buy
8,831
+202
+2% +$45.9K 0.25% 61
2021
Q3 		$1.89M Buy
8,629
+225
+3% +$50K 0.27% 70
2021
Q2 		$1.89M Buy
8,404
+139
+2% +$30.8K 0.31% 64
2021
Q1 		$1.77M Sell
8,265
-420
-5% -$88.5K 0.56% 41
2020
Q4 		$1.69M Buy
8,685
+519
+6% +$91.6K 0.59% 37
2020
Q3 		$1.26M Buy
8,166
+1,375
+20% +$211K 0.5% 49
2020
Q2 		$990K Buy
6,791
+528
+8% +$70.9K 0.46% 53
2020
Q1 		$723K Buy
+6,263
New +$941K 0.42% 55

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Bank of New York Mellon
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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Apella Capital's VB Position: Q3 2026 in Review

Apella Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q3 2026, buying an estimated $6.39M and bringing the position to 169,474 shares worth $48.6M. The position accounts for 0.62% of the portfolio, ranked #42.

Apella Capital first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Apella Capital held 169,474 shares of Vanguard Morningstar Small-Cap ETF worth $48.6M as of Q3 2026.
  • Apella Capital bought 21,462 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $6.39M.
  • Vanguard Morningstar Small-Cap ETF made up 0.62% of Apella Capital's portfolio in Q3 2026, its #42 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.