Apella Capital’s Vanguard Russell 1000 ETF VONE Stock Holding History

Apella Capital’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$166M	Buy	473,977 +114,462	+32%	+$39.4M	2.11%	8
2026 Q2	$122M	Buy	359,515 +28,912	+9%	+$9.48M	1.72%	11
2026 Q1	$106M	Buy	330,603 +45,375	+16%	+$14M	1.58%	14
2025 Q4	$88.1M	Buy	285,228 +30,645	+12%	+$9.39M	1.74%	14
2025 Q3	$76.3M	Buy	254,583 +45,223	+22%	+$13.2M	1.7%	14
2025 Q2	$59.1M	Buy	209,360 +83,361	+66%	+$21.7M	1.6%	16
2025 Q1	$31M	Buy	125,999 +91,245	+263%	+$24.4M	1.06%	21
2024 Q4	$9.27M	Buy	+34,754	New	+$9.32M	0.36%	50

Other funds holding VONE

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

Apella Capital's VONE Position: Q3 2026 in Review

Apella Capital increased its Vanguard Russell 1000 ETF (VONE) stake by 32% in Q3 2026, buying an estimated $39.4M and bringing the position to 473,977 shares worth $166M. The position accounts for 2.11% of the portfolio, ranked #8.

Apella Capital first reported a position in VONE in Q4 2024 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Apella Capital held 473,977 shares of Vanguard Russell 1000 ETF worth $166M as of Q3 2026.
Apella Capital bought 114,462 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $39.4M.
Vanguard Russell 1000 ETF made up 2.11% of Apella Capital's portfolio in Q3 2026, its #8 holding.
Apella Capital first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
199 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

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