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Apella Capital’s Vanguard Morningstar 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Apella Capital's VUG Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Morningstar 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. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Apella Capital held 447,495 shares of Vanguard Morningstar Growth ETF worth $38.4M as of Q2 2026.
  • Apella Capital sold 1,005 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $84.6K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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