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Disclosery

Apella Capital, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on VGSH, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 472,752 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 472,752 shares
    Change vs previous 13F +98,785 shares

    0.35% of the 13F portfolio, value $27,206,892.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 373,967 shares
    Change vs previous 13F +102,320 shares

    0.31% of the 13F portfolio, value $21,701,282.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 271,647 shares
    Change vs previous 13F +48,473 shares

    0.24% of the 13F portfolio, value $15,913,072.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 223,174 shares
    Change vs previous 13F +22,450 shares

    0.26% of the 13F portfolio, value $13,106,996.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 200,724 shares
    Change vs previous 13F +25,483 shares

    0.26% of the 13F portfolio, value $11,832,660.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 175,241 shares
    Change vs previous 13F +2,556 shares

    0.28% of the 13F portfolio, value $10,241,108.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 172,685 shares
    Change vs previous 13F +44,945 shares

    0.35% of the 13F portfolio, value $10,112,454.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 127,740 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,431,893.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).