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Apella Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Apella Capital’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.66M Buy
11,069
+5
+0% +$1.6K 0.05% 199
2026
Q1 		$3.47M Buy
11,064
+6,725
+155% +$2.02M 0.05% 203
2025
Q4 		$1.3M Buy
4,339
+66
+2% +$19.7K 0.03% 247
2025
Q3 		$1.25M Buy
4,273
+4
+0.1% +$1.13K 0.03% 226
2025
Q2 		$1.17M Buy
+4,269
New +$1.08M 0.03% 203

Other funds holding VTHR

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DFC
DB Fitzpatrick & Co Boise, Idaho $124M AUM 12.92% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Apella Capital's VTHR Position: Q2 2026 in Review

Apella Capital increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.05% in Q2 2026, buying an estimated $1.6K and bringing the position to 11,069 shares worth $3.66M. The position accounts for 0.05% of the portfolio, ranked #199.

Apella Capital first reported a position in VTHR in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Apella Capital held 11,069 shares of Vanguard Russell 3000 ETF worth $3.66M as of Q2 2026.
  • Apella Capital bought 5 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.6K.
  • Vanguard Russell 3000 ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #199 holding.
  • Apella Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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