Apella Capital
VFH icon

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
Q3 		$1.04M Buy
7,980
+6,485
+434% +$899K 0.01% 391
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Apella Capital's VFH Position: Q3 2026 in Review

Apella Capital increased its Vanguard Financials ETF (VFH) stake by 434% in Q3 2026, buying an estimated $899K and bringing the position to 7,980 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #391.

Apella Capital first reported a position in VFH in Q1 2026 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Apella Capital held 7,980 shares of Vanguard Financials ETF worth $1.04M as of Q3 2026.
  • Apella Capital bought 6,485 Vanguard Financials ETF shares in Q3 2026, an estimated $899K.
  • Vanguard Financials ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #391 holding.
  • Apella Capital first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

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