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Apella Capital, LLC: VTI position timeline

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

Apella Capital, LLC held 767,521 VTI 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 767,521 shares
    Change vs previous 13F +24,380 shares

    3.71% of the 13F portfolio, value $292,448,685.

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

  2. period ended2026-06-30
    13F 743,141 shares
    Change vs previous 13F +13,108 shares

    3.88% of the 13F portfolio, value $274,672,528.

    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 730,033 shares
    Change vs previous 13F +41,202 shares

    3.8% of the 13F portfolio, value $255,898,367.

    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 688,831 shares
    Change vs previous 13F +223,762 shares

    4.56% of the 13F portfolio, value $230,944,260.

    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 465,069 shares
    Change vs previous 13F +34,926 shares

    3.37% of the 13F portfolio, value $151,505,486.

    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 430,143 shares
    Change vs previous 13F +34,035 shares

    3.56% of the 13F portfolio, value $131,451,807.

    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 396,108 shares
    Change vs previous 13F +64,025 shares

    3.65% of the 13F portfolio, value $106,347,094.

    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 332,083 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $96,240,854.

    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).