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Apella Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Apella Capital’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.4M Buy
90,749
+8,961
+11% +$5.97M 0.88% 25
2026
Q1 		$53.4M Buy
81,788
+17,738
+28% +$11.1M 0.79% 28
2025
Q4 		$40.2M Buy
64,050
+7,060
+12% +$4.39M 0.79% 29
2025
Q3 		$34.6M Buy
56,990
+21,611
+61% +$12.7M 0.77% 37
2025
Q2 		$20.2M Buy
35,379
+8,888
+34% +$4.67M 0.55% 41
2025
Q1 		$13.2M Buy
26,491
+17,301
+188% +$9.35M 0.45% 46
2024
Q4 		$4.95M Buy
9,190
+119
+1% +$64.5K 0.19% 79
2024
Q3 		$4.74M Buy
9,071
+2,722
+43% +$1.38M 0.19% 71
2024
Q2 		$3.24M Buy
6,349
+680
+12% +$327K 0.15% 85
2024
Q1 		$2.71M Buy
5,669
+956
+20% +$438K 0.14% 86
2023
Q4 		$2.02M Sell
4,713
-217
-4% -$88.8K 0.11% 91
2023
Q3 		$1.94M Buy
4,930
+434
+10% +$177K 0.14% 86
2023
Q2 		$1.83M Buy
+4,496
New +$1.73M 0.13% 83
2022
Q4 		$1.33M Sell
3,799
-981
-21% -$347K 0.12% 87
2022
Q3 		$1.57M Buy
4,780
+184
+4% +$67.2K 0.18% 74
2022
Q2 		$1.59M Buy
4,596
+2,150
+88% +$810K 0.19% 76
2022
Q1 		$1.02M Sell
2,446
-48
-2% -$19.6K 0.14% 90
2021
Q4 		$1.09M Sell
2,494
-17
-0.7% -$7.18K 0.14% 84
2021
Q3 		$990K Buy
2,511
+11
+0.4% +$4.46K 0.14% 95
2021
Q2 		$984K Sell
2,500
-876
-26% -$336K 0.16% 92
2021
Q1 		$1.23M Buy
3,376
+301
+10% +$107K 0.39% 51
2020
Q4 		$1.06M Sell
3,075
-118
-4% -$38.5K 0.37% 59
2020
Q3 		$982K Sell
3,193
-532
-14% -$162K 0.39% 57
2020
Q2 		$1.06M Sell
3,725
-25
-0.7% -$6.73K 0.49% 51
2020
Q1 		$888K Buy
+3,750
New +$1.05M 0.52% 50

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Apella Capital's VOO Position: Q2 2026 in Review

Apella Capital increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $5.97M and bringing the position to 90,749 shares worth $62.4M. The position accounts for 0.88% of the portfolio, ranked #25.

Apella Capital first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Apella Capital held 90,749 shares of Vanguard S&P 500 ETF worth $62.4M as of Q2 2026.
  • Apella Capital bought 8,961 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.97M.
  • Vanguard S&P 500 ETF made up 0.88% of Apella Capital's portfolio in Q2 2026, its #25 holding.
  • Apella Capital first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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