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Apella Capital’s Vanguard Financials ETF VFH Stock Holding History

Apella Capital’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Sell
1,495
-60
-4% -$7.66K ﹤0.01% 666
2026
Q1 		$201K Buy
+1,555
New +$198K ﹤0.01% 649

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital's VFH Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Financials ETF (VFH) stake by 3.9% in Q2 2026, selling an estimated $7.66K and leaving 1,495 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Apella Capital first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Apella Capital held 1,495 shares of Vanguard Financials ETF worth $205K as of Q2 2026.
  • Apella Capital sold 60 Vanguard Financials ETF shares in Q2 2026, an estimated $7.66K.
  • Vanguard Financials ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #666 holding.
  • Apella Capital first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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