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Disclosery

Apella Capital, LLC: VUG position timeline

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

Apella Capital, LLC held 430,452 VUG 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 430,452 shares
    Change vs previous 13F -17,043 shares

    0.5% of the 13F portfolio, value $39,782,413.

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

  2. period ended2026-06-30
    13F 447,495 shares
    Change vs previous 13F +372,745 shares

    0.54% of the 13F portfolio, value $38,430,853.

    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 74,750 shares
    Change vs previous 13F +33,747 shares

    0.55% of the 13F portfolio, value $36,920,279.

    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 41,003 shares
    Change vs previous 13F -897 shares

    0.4% of the 13F portfolio, value $20,003,544.

    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 41,900 shares
    Change vs previous 13F +12,123 shares

    0.44% of the 13F portfolio, value $19,947,672.

    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 29,777 shares
    Change vs previous 13F +18,314 shares

    0.35% of the 13F portfolio, value $13,063,249.

    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 11,463 shares
    Change vs previous 13F +8,781 shares

    0.14% of the 13F portfolio, value $4,215,912.

    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 2,682 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,100,846.

    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).