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 Q3	$27.3M	Sell	311,211 -134,576	-30%	-$11.2M	0.35%	65
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Apella Capital's VOOG Position: Q3 2026 in Review

Apella Capital reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 30% in Q3 2026, selling an estimated $11.2M and leaving 311,211 shares worth $27.3M. The position accounts for 0.35% of the portfolio, ranked #65.

Apella Capital first reported a position in VOOG in Q3 2023 and has held it in 7 quarters since. The position peaked at $37.6M in Q4 2025. 535 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Apella Capital held 311,211 shares of Vanguard S&P 500 Growth ETF worth $27.3M as of Q3 2026.
Apella Capital sold 134,576 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $11.2M.
Vanguard S&P 500 Growth ETF made up 0.35% of Apella Capital's portfolio in Q3 2026, its #65 holding.
Apella Capital first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
Apella Capital's Vanguard S&P 500 Growth ETF position peaked at $37.6M in Q4 2025.
535 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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