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Disclosery

Apella Capital, LLC: VTEI position timeline

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

Apella Capital, LLC held 55,528 VTEI 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 55,528 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $5,280,158.

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

  2. period ended2026-06-30
    13F 55,564 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $5,594,739.

    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 55,664 shares
    Change vs previous 13F +3,614 shares

    0.08% of the 13F portfolio, value $5,617,611.

    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 52,050 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,248,202.

    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).