Apella Capital
VSS icon

Apella Capital’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Apella Capital’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.1M Buy
188,240
+17,752
+10% +$2.77M 0.37% 62
2026
Q2 		$26.2M Buy
170,488
+2,636
+2% +$414K 0.37% 62
2026
Q1 		$26.9M Sell
167,852
-893
-0.5% -$135K 0.4% 61
2025
Q4 		$24.2M Sell
168,745
-10,529
-6% -$1.5M 0.48% 51
2025
Q3 		$25.6M Sell
179,274
-16,990
-9% -$2.35M 0.57% 46
2025
Q2 		$26.2M Sell
196,264
-21,737
-10% -$2.68M 0.71% 34
2025
Q1 		$24.2M Sell
218,001
-51,847
-19% -$6.03M 0.83% 28
2024
Q4 		$30.9M Sell
269,848
-28,653
-10% -$3.44M 1.19% 18
2024
Q3 		$37.5M Buy
298,501
+15,524
+5% +$1.87M 1.54% 17
2024
Q2 		$33.7M Buy
282,977
+15,387
+6% +$1.81M 1.51% 17
2024
Q1 		$31.5M Buy
267,590
+6,108
+2% +$691K 1.59% 16
2023
Q4 		$29.4M Sell
261,482
-983
-0.4% -$106K 1.64% 16
2023
Q3 		$27.9M Buy
262,465
+6,859
+3% +$761K 1.97% 13
2023
Q2 		$28.2M Buy
+255,606
New +$28.2M 2.01% 14
2022
Q4 		$22.6M Buy
220,304
+22,442
+11% +$2.26M 2.06% 14
2022
Q3 		$18.4M Buy
197,862
+20,172
+11% +$2.1M 2.14% 13
2022
Q2 		$18.3M Buy
177,690
+11,107
+7% +$1.26M 2.19% 13
2022
Q1 		$20.6M Buy
166,583
+28,512
+21% +$3.58M 2.91% 9
2021
Q4 		$18.5M Buy
138,071
+44,726
+48% +$6.05M 2.36% 11
2021
Q3 		$12.5M Buy
93,345
+23,626
+34% +$3.25M 1.79% 15
2021
Q2 		$9.5M Buy
69,719
+17,159
+33% +$2.32M 1.56% 15
2021
Q1 		$6.75M Buy
52,560
+8,629
+20% +$1.09M 2.13% 12
2020
Q4 		$5.35M Buy
43,931
+3,064
+7% +$347K 1.88% 17
2020
Q3 		$4.3M Buy
40,867
+9,983
+32% +$1.04M 1.73% 16
2020
Q2 		$2.98M Buy
30,884
+5,492
+22% +$491K 1.39% 19
2020
Q1 		$1.99M Buy
+25,392
New +$2.53M 1.16% 23

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Family CFO
Family CFO Los Altos, California $258M AUM 21.69% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Apella Capital's VSS Position: Q3 2026 in Review

Apella Capital increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 10% in Q3 2026, buying an estimated $2.77M and bringing the position to 188,240 shares worth $29.1M. The position accounts for 0.37% of the portfolio, ranked #62.

Apella Capital first reported a position in VSS in Q1 2020 and has held it in 26 quarters since. The position peaked at $37.5M in Q3 2024. 307 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Apella Capital held 188,240 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $29.1M as of Q3 2026.
  • Apella Capital bought 17,752 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $2.77M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.37% of Apella Capital's portfolio in Q3 2026, its #62 holding.
  • Apella Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $37.5M in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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