Apella Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Apella Capital’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.3M	Buy	402,893 +47,245	+13%	+$5.86M	0.71%	35
2026 Q1	$43.6M	Buy	355,648 +81,972	+30%	+$9.58M	0.65%	40
2025 Q4	$33.3M	Buy	273,676 +43,231	+19%	+$5.27M	0.66%	40
2025 Q3	$27.6M	Buy	230,445 +44,689	+24%	+$5.12M	0.61%	44
2025 Q2	$20.3M	Buy	185,756 +40,363	+28%	+$3.97M	0.55%	40
2025 Q1	$13.4M	Buy	145,393 +139,847	+2,522%	+$14.2M	0.46%	43
2024 Q4	$573K	Buy	5,546 +1,465	+36%	+$148K	0.02%	215
2024 Q3	$389K	Hold	4,081	–	–	0.02%	238
2024 Q2	$398K	Buy	4,081 +81	+2%	+$7.12K	0.02%	226
2024 Q1	$345K	Hold	4,000	–	–	0.02%	229
2023 Q4	$303K	Hold	4,000	–	–	0.02%	240
2023 Q3	$274K	Hold	4,000	–	–	0.02%	229
2023 Q2	$283K	Buy	+4,000	New	+$262K	0.02%	221
2022 Q4	$220K	Hold	4,000	–	–	0.02%	215
2022 Q3	$217K	Hold	4,000	–	–	0.03%	198
2022 Q2	$225K	Hold	4,000	–	–	0.03%	203
2022 Q1	$285K	Hold	4,000	–	–	0.04%	169
2021 Q4	$314K	Hold	4,000	–	–	0.04%	162
2021 Q3	$282K	Hold	4,000	–	–	0.04%	166
2021 Q2	$279K	Hold	4,000	–	–	0.05%	176
2021 Q1	$250K	Hold	4,000	–	–	0.08%	118
2020 Q4	$248K	Hold	4,000	–	–	0.09%	115
2020 Q3	$223K	Buy	+4,000	New	+$217K	0.09%	113

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apella Capital's VONG Position: Q2 2026 in Review

Apella Capital increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 13% in Q2 2026, buying an estimated $5.86M and bringing the position to 402,893 shares worth $50.3M. The position accounts for 0.71% of the portfolio, ranked #35.

Apella Capital first reported a position in VONG in Q3 2020 and has held it in 23 quarters since. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Apella Capital held 402,893 shares of Vanguard Russell 1000 Growth ETF worth $50.3M as of Q2 2026.
Apella Capital bought 47,245 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.86M.
Vanguard Russell 1000 Growth ETF made up 0.71% of Apella Capital's portfolio in Q2 2026, its #35 holding.
Apella Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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