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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Apella Capital's VT Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Total World Stock ETF (VT) stake by 18% in Q2 2026, selling an estimated $1.6M and leaving 46,749 shares worth $7.31M. The position accounts for 0.1% of the portfolio, ranked #139.

Apella Capital first reported a position in VT in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.63M in Q1 2026. 275 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Apella Capital held 46,749 shares of Vanguard Total World Stock ETF worth $7.31M as of Q2 2026.
  • Apella Capital sold 10,476 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.6M.
  • Vanguard Total World Stock ETF made up 0.1% of Apella Capital's portfolio in Q2 2026, its #139 holding.
  • Apella Capital first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 23 quarters since.
  • Apella Capital's Vanguard Total World Stock ETF position peaked at $8.63M in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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