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Apella Capital’s Vanguard Energy ETF VDE Stock Holding History

Apella Capital’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
1,651
+117
+8% +$19K ﹤0.01% 616
2026
Q1 		$239K Buy
+1,534
New +$232K ﹤0.01% 605

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Apella Capital's VDE Position: Q2 2026 in Review

Apella Capital increased its Vanguard Energy ETF (VDE) stake by 7.6% in Q2 2026, buying an estimated $19K and bringing the position to 1,651 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Apella Capital first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Apella Capital held 1,651 shares of Vanguard Energy ETF worth $255K as of Q2 2026.
  • Apella Capital bought 117 Vanguard Energy ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Energy ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #616 holding.
  • Apella Capital first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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