Apella Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Apella Capital’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.4M	Sell	525,840 -24,412	-4%	-$1.89M	0.6%	43
2026 Q1	$42.2M	Buy	550,252 +9,232	+2%	+$686K	0.63%	42
2025 Q4	$39.3M	Buy	541,020 +21,924	+4%	+$1.59M	0.78%	32
2025 Q3	$37.5M	Buy	519,096 +209,600	+68%	+$15.1M	0.83%	30
2025 Q2	$21.8M	Buy	309,496 +80,228	+35%	+$5.27M	0.59%	37
2025 Q1	$14.1M	Buy	229,268 +24,008	+12%	+$1.61M	0.49%	42
2024 Q4	$13.6M	Buy	205,260 +12,608	+7%	+$856K	0.52%	42
2024 Q3	$12.6M	Buy	192,652 +42,100	+28%	+$2.64M	0.52%	38
2024 Q2	$9.09M	Buy	150,552 +29,816	+25%	+$1.81M	0.41%	47
2024 Q1	$7.47M	Buy	120,736 +24,372	+25%	+$1.44M	0.38%	49
2023 Q4	$5.49M	Buy	96,364 +32,056	+50%	+$1.71M	0.31%	61
2023 Q3	$3.35M	Buy	64,308 +10,332	+19%	+$567K	0.24%	64
2023 Q2	$2.97M	Buy	+53,976	New	+$2.83M	0.21%	68
2022 Q4	$2.35M	Buy	46,160 +8,100	+21%	+$413K	0.21%	66
2022 Q3	$1.79M	Buy	38,060 +4,352	+13%	+$227K	0.21%	68
2022 Q2	$1.66M	Buy	33,708 +76	+0.2%	+$4.11K	0.2%	72
2022 Q1	$2M	Buy	33,632 +144	+0.4%	+$8.45K	0.28%	56
2021 Q4	$2.13M	Buy	33,488 +456	+1%	+$28.6K	0.27%	59
2021 Q3	$1.96M	Buy	33,032 +1,348	+4%	+$81.5K	0.28%	69
2021 Q2	$1.88M	Buy	31,684 +2,944	+10%	+$171K	0.31%	66
2021 Q1	$1.59M	Buy	28,740 +244	+0.9%	+$13.2K	0.5%	44
2020 Q4	$1.47M	Buy	28,496 +2,648	+10%	+$128K	0.52%	40
2020 Q3	$1.14M	Buy	25,848 +4,660	+22%	+$203K	0.46%	52
2020 Q2	$868K	Buy	21,188 +1,872	+10%	+$71.7K	0.4%	57
2020 Q1	$636K	Buy	+19,316	New	+$800K	0.37%	61

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Apella Capital's VO Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q2 2026, selling an estimated $1.89M and leaving 525,840 shares worth $42.4M. The position accounts for 0.6% of the portfolio, ranked #43.

Apella Capital first reported a position in VO in Q1 2020 and has held it in 25 quarters since. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Apella Capital held 525,840 shares of Vanguard Morningstar Mid-Cap ETF worth $42.4M as of Q2 2026.
Apella Capital sold 24,412 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.89M.
Vanguard Morningstar Mid-Cap ETF made up 0.6% of Apella Capital's portfolio in Q2 2026, its #43 holding.
Apella Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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