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

Apella Capital’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.29M Sell
9,617
-939
-9% -$328K 0.04% 225
2026
Q2 		$3.74M Sell
10,556
-321
-3% -$109K 0.05% 195
2026
Q1 		$3.65M Buy
10,877
+5,863
+117% +$1.84M 0.05% 197
2025
Q4 		$1.51M Buy
5,014
+301
+6% +$90.8K 0.03% 235
2025
Q3 		$1.42M Buy
4,713
+2,554
+118% +$737K 0.03% 210
2025
Q2 		$601K Buy
2,159
+430
+25% +$111K 0.02% 277
2025
Q1 		$420K Sell
1,729
-134
-7% -$37.1K 0.01% 269
2024
Q4 		$522K Sell
1,863
-31
-2% -$8.76K 0.02% 228
2024
Q3 		$502K Buy
1,894
+583
+44% +$149K 0.02% 216
2024
Q2 		$325K Sell
1,311
-69
-5% -$17.2K 0.01% 251
2024
Q1 		$355K Sell
1,380
-34
-2% -$8.35K 0.02% 225
2023
Q4 		$328K Buy
1,414
+103
+8% +$22.4K 0.02% 230
2023
Q3 		$281K Buy
1,311
+187
+17% +$42.5K 0.02% 224
2023
Q2 		$258K Buy
+1,124
New +$245K 0.02% 228

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Apella Capital's VBK Position: Q3 2026 in Review

Apella Capital reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 8.9% in Q3 2026, selling an estimated $328K and leaving 9,617 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #225.

Apella Capital first reported a position in VBK in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.74M in Q2 2026. 63 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Apella Capital held 9,617 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.29M as of Q3 2026.
  • Apella Capital sold 939 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $328K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Apella Capital's portfolio in Q3 2026, its #225 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Apella Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.74M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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