Apella Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Apella Capital’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$598K	Buy	12,871 +3	+0%	+$140	0.01%	443
2026 Q1	$608K	Buy	12,868 +3	+0%	+$142	0.01%	425
2025 Q4	$606K	Buy	+12,865	New	+$606K	0.01%	332
2022 Q4	$208K	Buy	+4,572	New	+$207K	0.02%	222
2022 Q1	–	Sell	-3,983	Closed	-$210K	–	225
2021 Q4	$210K	Sell	3,983 -1,792	-31%	-$95K	0.03%	194
2021 Q3	$308K	Sell	5,775 -3,281	-36%	-$175K	0.04%	159
2021 Q2	$483K	Buy	+9,056	New	+$484K	0.08%	137

Other funds holding VMBS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return