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Apella Capital’s Vanguard Growth ETF VUG Stock Holding History

Apella Capital’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.4M Sell
447,495
-1,005
-0.2% -$84.6K 0.54% 46
2026
Q1 		$36.9M Buy
448,500
+202,482
+82% +$15.8M 0.55% 44
2025
Q4 		$20M Sell
246,018
-5,382
-2% -$437K 0.4% 58
2025
Q3 		$19.9M Buy
251,400
+72,738
+41% +$5.56M 0.44% 52
2025
Q2 		$13.1M Buy
178,662
+109,884
+160% +$7.23M 0.35% 57
2025
Q1 		$4.22M Buy
68,778
+52,686
+327% +$3.55M 0.14% 97
2024
Q4 		$1.1M Buy
16,092
+1,506
+10% +$101K 0.04% 156
2024
Q3 		$922K Sell
14,586
-12
-0.1% -$744 0.04% 154
2024
Q2 		$945K Buy
14,598
+1,722
+13% +$100K 0.04% 150
2024
Q1 		$736K Sell
12,876
-498
-4% -$27.4K 0.04% 163
2023
Q4 		$671K Buy
13,374
+126
+1% +$6.08K 0.04% 166
2023
Q3 		$601K Sell
13,248
-618
-4% -$29.2K 0.04% 157
2023
Q2 		$654K Buy
+13,866
New +$601K 0.05% 152

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Apella Capital's VUG Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Growth ETF (VUG) stake by 0.22% in Q2 2026, selling an estimated $84.6K and leaving 447,495 shares worth $38.4M. The position accounts for 0.54% of the portfolio, ranked #46.

Apella Capital first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 790 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Apella Capital held 447,495 shares of Vanguard Growth ETF worth $38.4M as of Q2 2026.
  • Apella Capital sold 1,005 Vanguard Growth ETF shares in Q2 2026, an estimated $84.6K.
  • Vanguard Growth ETF made up 0.54% of Apella Capital's portfolio in Q2 2026, its #46 holding.
  • Apella Capital first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 790 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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