Apella Capital
VO icon

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
Q3 		$33.2M Sell
414,707
-111,133
-21% -$9.04M 0.42% 55
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Apella Capital's VO Position: Q3 2026 in Review

Apella Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q3 2026, selling an estimated $9.04M and leaving 414,707 shares worth $33.2M. The position accounts for 0.42% of the portfolio, ranked #55.

Apella Capital first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $42.4M in Q2 2026. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Apella Capital held 414,707 shares of Vanguard Morningstar Mid-Cap ETF worth $33.2M as of Q3 2026.
  • Apella Capital sold 111,133 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $9.04M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.42% of Apella Capital's portfolio in Q3 2026, its #55 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $42.4M in Q2 2026.
  • 2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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