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 Q3	$58.4M	Buy	440,631 +37,738	+9%	+$4.75M	0.74%	35
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%	+$9.6M	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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Apella Capital's VONG Position: Q3 2026 in Review

Apella Capital increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 9.4% in Q3 2026, buying an estimated $4.75M and bringing the position to 440,631 shares worth $58.4M. The position accounts for 0.74% of the portfolio, ranked #35.

Apella Capital first reported a position in VONG in Q3 2020 and has held it in 24 quarters since. 411 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Apella Capital held 440,631 shares of Vanguard Russell 1000 Growth ETF worth $58.4M as of Q3 2026.
Apella Capital bought 37,738 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.75M.
Vanguard Russell 1000 Growth ETF made up 0.74% of Apella Capital's portfolio in Q3 2026, its #35 holding.
Apella Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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