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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
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Apella Capital's VBK Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3% in Q2 2026, selling an estimated $109K and leaving 10,556 shares worth $3.74M. The position accounts for 0.05% of the portfolio, ranked #195.

Apella Capital first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. 729 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Apella Capital held 10,556 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.74M as of Q2 2026.
  • Apella Capital sold 321 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #195 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 729 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.