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Apella Capital’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Apella Capital’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$358K Buy
3,225
+835
+35% +$97.3K ﹤0.01% 585
2026
Q2 		$275K Hold
2,390
– – ﹤0.01% 603
2026
Q1 		$262K Buy
+2,390
New +$248K ﹤0.01% 591

Other funds holding VIOV

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital's VIOV Position: Q3 2026 in Review

Apella Capital increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 35% in Q3 2026, buying an estimated $97.3K and bringing the position to 3,225 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Apella Capital first reported a position in VIOV in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

  • Apella Capital held 3,225 shares of Vanguard S&P Small-Cap 600 Value ETF worth $358K as of Q3 2026.
  • Apella Capital bought 835 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $97.3K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #585 holding.
  • Apella Capital first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

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