Apella Capital
VIG icon

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
Q3 		$13.6M Buy
57,469
+158
+0.3% +$38K 0.17% 106
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Apella Capital's VIG Position: Q3 2026 in Review

Apella Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.28% in Q3 2026, buying an estimated $38K and bringing the position to 57,469 shares worth $13.6M. The position accounts for 0.17% of the portfolio, ranked #106.

Apella Capital first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.1M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Apella Capital held 57,469 shares of Vanguard Dividend Appreciation ETF worth $13.6M as of Q3 2026.
  • Apella Capital bought 158 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $38K.
  • Vanguard Dividend Appreciation ETF made up 0.17% of Apella Capital's portfolio in Q3 2026, its #106 holding.
  • Apella Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Vanguard Dividend Appreciation ETF position peaked at $16.1M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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