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Apella Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Apella Capital’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275M Buy
743,141
+13,108
+2% +$4.69M 3.88% 2
2026
Q1 		$256M Buy
730,033
+41,202
+6% +$13.8M 3.8% 2
2025
Q4 		$231M Buy
688,831
+223,762
+48% +$74.4M 4.56% 2
2025
Q3 		$152M Buy
465,069
+34,926
+8% +$11M 3.37% 3
2025
Q2 		$131M Buy
430,143
+34,035
+9% +$9.57M 3.56% 3
2025
Q1 		$106M Buy
396,108
+64,025
+19% +$18.6M 3.65% 5
2024
Q4 		$96.2M Buy
332,083
+18,727
+6% +$5.46M 3.69% 5
2024
Q3 		$87.9M Buy
313,356
+2,523
+0.8% +$688K 3.61% 7
2024
Q2 		$84.7M Buy
310,833
+4,863
+2% +$1.26M 3.79% 5
2024
Q1 		$78.9M Sell
305,970
-9,722
-3% -$2.41M 3.98% 5
2023
Q4 		$73.5M Sell
315,692
-19,528
-6% -$4.32M 4.09% 4
2023
Q3 		$71.2M Sell
335,220
-3,796
-1% -$840K 5.03% 4
2023
Q2 		$74.7M Buy
+339,016
New +$70.7M 5.32% 4
2022
Q4 		$55.5M Buy
290,453
+26,889
+10% +$5.18M 5.06% 4
2022
Q3 		$47.3M Buy
263,564
+20,008
+8% +$3.99M 5.5% 3
2022
Q2 		$45.9M Buy
243,556
+22,457
+10% +$4.61M 5.48% 2
2022
Q1 		$50.3M Buy
221,099
+24,226
+12% +$5.45M 7.09% 1
2021
Q4 		$47.5M Buy
196,873
+24,210
+14% +$5.72M 6.06% 2
2021
Q3 		$38.3M Buy
172,663
+16,132
+10% +$3.68M 5.51% 2
2021
Q2 		$34.9M Buy
156,531
+7,967
+5% +$1.73M 5.73% 2
2021
Q1 		$30.7M Sell
148,564
-2,583
-2% -$523K 9.68% 1
2020
Q4 		$29.4M Sell
151,147
-8,878
-6% -$1.62M 10.32% 1
2020
Q3 		$27.3M Buy
160,025
+2,156
+1% +$363K 10.95% 1
2020
Q2 		$24.7M Buy
157,869
+4,916
+3% +$725K 11.51% 1
2020
Q1 		$19.7M Buy
+152,953
New +$23.7M 11.51% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Apella Capital's VTI Position: Q2 2026 in Review

Apella Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, buying an estimated $4.69M and bringing the position to 743,141 shares worth $275M. The position accounts for 3.88% of the portfolio, ranked #2.

Apella Capital first reported a position in VTI in Q1 2020 and has held it in 25 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Apella Capital held 743,141 shares of Vanguard Morningstar Total Stock Market ETF worth $275M as of Q2 2026.
  • Apella Capital bought 13,108 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.69M.
  • Vanguard Morningstar Total Stock Market ETF made up 3.88% of Apella Capital's portfolio in Q2 2026, its #2 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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