Apella Capital’s Vanguard Morningstar 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 Q3	$11.3M	Sell	31,590 -34	-0.1%	-$11.9K	0.14%	117
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Apella Capital's VV Position: Q3 2026 in Review

Apella Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.11% in Q3 2026, selling an estimated $11.9K and leaving 31,590 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #117.

Apella Capital first reported a position in VV in Q1 2024 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Apella Capital held 31,590 shares of Vanguard Morningstar Large-Cap ETF worth $11.3M as of Q3 2026.
Apella Capital sold 34 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $11.9K.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Apella Capital's portfolio in Q3 2026, its #117 holding.
Apella Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 11 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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