Apella Capital
VTHR icon

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
Q3 		$3.67M Sell
10,759
-310
-3% -$104K 0.05% 214
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

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DB Fitzpatrick & Co
DB Fitzpatrick & Co Boise, Idaho $121M AUM 9.03% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital's VTHR Position: Q3 2026 in Review

Apella Capital reduced its Vanguard Russell 3000 ETF (VTHR) stake by 2.8% in Q3 2026, selling an estimated $104K and leaving 10,759 shares worth $3.67M. The position accounts for 0.05% of the portfolio, ranked #214.

Apella Capital first reported a position in VTHR in Q2 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

  • Apella Capital held 10,759 shares of Vanguard Russell 3000 ETF worth $3.67M as of Q3 2026.
  • Apella Capital sold 310 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $104K.
  • Vanguard Russell 3000 ETF made up 0.05% of Apella Capital's portfolio in Q3 2026, its #214 holding.
  • Apella Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

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