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

Apella Capital’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.4M	Sell	445,787 -29,143	-6%	-$2.31M	0.51%	48
2026 Q1	$36.6M	Sell	474,930 -32,016	-6%	-$2.31M	0.54%	46
2025 Q4	$37.6M	Buy	506,946 +1,476	+0.3%	+$109K	0.74%	35
2025 Q3	$36.4M	Buy	505,470 +383,646	+315%	+$26.5M	0.81%	32
2025 Q2	$8.07M	Buy	+121,824	New	+$7.25M	0.22%	85
2023 Q4	–	Sell	-6,150	Closed	-$253K	–	296
2023 Q3	$253K	Buy	+6,150	New	+$262K	0.02%	234

Other funds holding VOOG

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Apella Capital's VOOG Position: Q2 2026 in Review

Apella Capital reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 6.1% in Q2 2026, selling an estimated $2.31M and leaving 445,787 shares worth $36.4M. The position accounts for 0.51% of the portfolio, ranked #48.

Apella Capital first reported a position in VOOG in Q3 2023 and has held it in 6 quarters since. The position peaked at $37.6M in Q4 2025. 114 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Apella Capital held 445,787 shares of Vanguard S&P 500 Growth ETF worth $36.4M as of Q2 2026.
Apella Capital sold 29,143 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $2.31M.
Vanguard S&P 500 Growth ETF made up 0.51% of Apella Capital's portfolio in Q2 2026, its #48 holding.
Apella Capital first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 6 quarters since.
Apella Capital's Vanguard S&P 500 Growth ETF position peaked at $37.6M in Q4 2025.
114 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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