Apella Capital
VOT icon

Apella Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Apella Capital’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$219K Buy
728
+34
+5% +$10.2K ﹤0.01% 715
2026
Q2 		$209K Sell
694
-22
-3% -$6.35K ﹤0.01% 663
2026
Q1 		$203K Sell
716
-125
-15% -$34.3K ﹤0.01% 644
2025
Q4 		$235K Buy
+841
New +$241K ﹤0.01% 485

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Apella Capital's VOT Position: Q3 2026 in Review

Apella Capital increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.9% in Q3 2026, buying an estimated $10.2K and bringing the position to 728 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Apella Capital first reported a position in VOT in Q4 2025 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 974 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Apella Capital held 728 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $219K as of Q3 2026.
  • Apella Capital bought 34 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $10.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #715 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $235K in Q4 2025.
  • 974 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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