Apella Capital
VOO icon

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
Q3 		$74.9M Buy
104,803
+14,054
+15% +$9.8M 0.95% 23
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Apella Capital's VOO Position: Q3 2026 in Review

Apella Capital increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q3 2026, buying an estimated $9.8M and bringing the position to 104,803 shares worth $74.9M. The position accounts for 0.95% of the portfolio, ranked #23.

Apella Capital first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 1,779 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Apella Capital held 104,803 shares of Vanguard S&P 500 ETF worth $74.9M as of Q3 2026.
  • Apella Capital bought 14,054 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8M.
  • Vanguard S&P 500 ETF made up 0.95% of Apella Capital's portfolio in Q3 2026, its #23 holding.
  • Apella Capital first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,779 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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