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Apella Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Apella Capital’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7M Sell
57,311
-969
-2% -$223K 0.19% 92
2026
Q1 		$13.3M Sell
58,280
-3,529
-6% -$787K 0.2% 93
2025
Q4 		$13.6M Sell
61,809
-452
-0.7% -$98.8K 0.27% 75
2025
Q3 		$13.4M Buy
62,261
+1,571
+3% +$330K 0.3% 71
2025
Q2 		$12.5M Sell
60,690
-1,501
-2% -$291K 0.34% 60
2025
Q1 		$11.6M Buy
62,191
+506
+0.8% +$101K 0.4% 52
2024
Q4 		$12.1M Sell
61,685
-1,648
-3% -$329K 0.46% 45
2024
Q3 		$12.5M Sell
63,333
-1,122
-2% -$214K 0.51% 40
2024
Q2 		$11.8M Sell
64,455
-715
-1% -$129K 0.53% 39
2024
Q1 		$11.7M Sell
65,170
-1,863
-3% -$327K 0.59% 38
2023
Q4 		$11.3M Buy
67,033
+184
+0.3% +$29.6K 0.63% 39
2023
Q3 		$10.4M Sell
66,849
-3,585
-5% -$581K 0.73% 35
2023
Q2 		$11.4M Buy
+70,434
New +$11M 0.81% 31
2022
Q4 		$11.3M Sell
74,326
-1,751
-2% -$261K 1.03% 26
2022
Q3 		$10.3M Sell
76,077
-1,837
-2% -$273K 1.2% 23
2022
Q2 		$11.2M Sell
77,914
-1,027
-1% -$156K 1.33% 23
2022
Q1 		$12.8M Sell
78,941
-14,521
-16% -$2.34M 1.8% 15
2021
Q4 		$16.1M Sell
93,462
-1,174
-1% -$194K 2.05% 14
2021
Q3 		$14.5M Buy
94,636
+829
+0.9% +$132K 2.09% 10
2021
Q2 		$14.5M Buy
93,807
+512
+0.5% +$78.6K 2.39% 9
2021
Q1 		$13.7M Sell
93,295
-1,761
-2% -$251K 4.33% 5
2020
Q4 		$13.4M Sell
95,056
-3,783
-4% -$513K 4.71% 4
2020
Q3 		$12.7M Sell
98,839
-687
-0.7% -$86.4K 5.11% 4
2020
Q2 		$11.7M Sell
99,526
-121
-0.1% -$13.8K 5.43% 4
2020
Q1 		$10.3M Buy
+99,647
New +$11.9M 6.02% 3

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital's VIG Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $223K and leaving 57,311 shares worth $13.7M. The position accounts for 0.19% of the portfolio, ranked #92.

Apella Capital first reported a position in VIG in Q1 2020 and has held it in 25 quarters since. The position peaked at $16.1M in Q4 2021. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Apella Capital held 57,311 shares of Vanguard Dividend Appreciation ETF worth $13.7M as of Q2 2026.
  • Apella Capital sold 969 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Apella Capital's portfolio in Q2 2026, its #92 holding.
  • Apella Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Vanguard Dividend Appreciation ETF position peaked at $16.1M in Q4 2021.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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