Apella Capital
VT icon

Apella Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Apella Capital’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.84M Buy
49,141
+2,392
+5% +$379K 0.1% 146
2026
Q2 		$7.31M Sell
46,749
-10,476
-18% -$1.6M 0.1% 139
2026
Q1 		$8.63M Buy
57,225
+1,688
+3% +$243K 0.13% 125
2025
Q4 		$7.83M Buy
55,537
+18,294
+49% +$2.56M 0.15% 109
2025
Q3 		$5.13M Sell
37,243
-1,452
-4% -$193K 0.11% 120
2025
Q2 		$4.98M Buy
38,695
+4,069
+12% +$487K 0.13% 108
2025
Q1 		$3.88M Sell
34,626
-400
-1% -$47.9K 0.13% 101
2024
Q4 		$4.11M Sell
35,026
-3,980
-10% -$478K 0.16% 86
2024
Q3 		$4.65M Sell
39,006
-4,138
-10% -$476K 0.19% 72
2024
Q2 		$4.95M Buy
43,144
+4,584
+12% +$505K 0.22% 67
2024
Q1 		$4.24M Sell
38,560
-562
-1% -$59.4K 0.21% 70
2023
Q4 		$3.95M Buy
39,122
+2,226
+6% +$214K 0.22% 72
2023
Q3 		$3.44M Buy
36,896
+1,665
+5% +$162K 0.24% 63
2023
Q2 		$3.42M Buy
+35,231
New +$3.3M 0.24% 60
2022
Q4 		$2.92M Sell
33,833
-1,131
-3% -$96.6K 0.27% 60
2022
Q3 		$2.76M Sell
34,964
-7,474
-18% -$657K 0.32% 58
2022
Q2 		$3.62M Sell
42,438
-2,463
-5% -$228K 0.43% 51
2022
Q1 		$4.55M Buy
44,901
+37,194
+483% +$3.77M 0.64% 36
2021
Q4 		$828K Buy
7,707
+2,800
+57% +$298K 0.11% 98
2021
Q3 		$500K Buy
4,907
+806
+20% +$84.5K 0.07% 132
2021
Q2 		$425K Buy
4,101
+1,201
+41% +$122K 0.07% 148
2021
Q1 		$282K Buy
2,900
+401
+16% +$38.6K 0.09% 113
2020
Q4 		$231K Sell
2,499
-201
-7% -$17.4K 0.08% 120
2020
Q3 		$218K Buy
+2,700
New +$217K 0.09% 114

Other funds holding VT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
PartnerRe Asset Management
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Apella Capital's VT Position: Q3 2026 in Review

Apella Capital increased its Vanguard Total World Stock ETF (VT) stake by 5.1% in Q3 2026, buying an estimated $379K and bringing the position to 49,141 shares worth $7.84M. The position accounts for 0.1% of the portfolio, ranked #146.

Apella Capital first reported a position in VT in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.63M in Q1 2026. 318 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Apella Capital held 49,141 shares of Vanguard Total World Stock ETF worth $7.84M as of Q3 2026.
  • Apella Capital bought 2,392 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $379K.
  • Vanguard Total World Stock ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #146 holding.
  • Apella Capital first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • Apella Capital's Vanguard Total World Stock ETF position peaked at $8.63M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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