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Apella Capital’s Vanguard 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
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Apella Capital's VOT Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.1% in Q2 2026, selling an estimated $6.35K and leaving 694 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Apella Capital first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Apella Capital held 694 shares of Vanguard Mid-Cap Growth ETF worth $209K as of Q2 2026.
  • Apella Capital sold 22 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.35K.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #663 holding.
  • Apella Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Vanguard Mid-Cap Growth ETF position peaked at $235K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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