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Apella Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Apella Capital’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
31,624
-184
-0.6% -$61.4K 0.15% 110
2026
Q1 		$10.4M Buy
31,808
+15,432
+94% +$4.83M 0.15% 109
2025
Q4 		$5.16M Sell
16,376
-112
-0.7% -$35K 0.1% 130
2025
Q3 		$5.04M Hold
16,488
– – 0.11% 121
2025
Q2 		$4.72M Buy
16,488
+15,502
+1,572% +$4.08M 0.13% 113
2025
Q1 		$247K Buy
986
+196
+25% +$53.1K 0.01% 341
2024
Q4 		$213K Sell
790
-44
-5% -$11.9K 0.01% 327
2024
Q3 		$218K Sell
834
-13
-2% -$3.3K 0.01% 308
2024
Q2 		$216K Hold
847
– – 0.01% 291
2024
Q1 		$202K Buy
+847
New +$194K 0.01% 287

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Apella Capital's VV Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Large-Cap ETF (VV) stake by 0.58% in Q2 2026, selling an estimated $61.4K and leaving 31,624 shares worth $10.9M. The position accounts for 0.15% of the portfolio, ranked #110.

Apella Capital first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Apella Capital held 31,624 shares of Vanguard Large-Cap ETF worth $10.9M as of Q2 2026.
  • Apella Capital sold 184 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $61.4K.
  • Vanguard Large-Cap ETF made up 0.15% of Apella Capital's portfolio in Q2 2026, its #110 holding.
  • Apella Capital first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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