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Apella Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Apella Capital’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Sell
63,153
-4,970
-7% -$962K 0.18% 96
2026
Q1 		$13.1M Sell
68,123
-4,475
-6% -$836K 0.19% 94
2025
Q4 		$12.9M Buy
72,598
+1,851
+3% +$324K 0.25% 78
2025
Q3 		$12.1M Buy
70,747
+53,004
+299% +$9.02M 0.27% 78
2025
Q2 		$2.94M Buy
+17,743
New +$2.81M 0.08% 140
2025
Q1 		– Sell
-1,305
Closed -$211K – 397
2024
Q4 		$211K Buy
+1,305
New +$220K 0.01% 329

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Apella Capital's VOE Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 7.3% in Q2 2026, selling an estimated $962K and leaving 63,153 shares worth $12.7M. The position accounts for 0.18% of the portfolio, ranked #96.

Apella Capital first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.1M in Q1 2026. 302 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Apella Capital held 63,153 shares of Vanguard Mid-Cap Value ETF worth $12.7M as of Q2 2026.
  • Apella Capital sold 4,970 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $962K.
  • Vanguard Mid-Cap Value ETF made up 0.18% of Apella Capital's portfolio in Q2 2026, its #96 holding.
  • Apella Capital first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Apella Capital's Vanguard Mid-Cap Value ETF position peaked at $13.1M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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