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Disclosery

Apella Capital, LLC: VYM position timeline

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

Apella Capital, LLC held 193,008 VYM 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 193,008 shares
    Change vs previous 13F -66,939 shares

    0.39% of the 13F portfolio, value $30,389,094.

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

  2. period ended2026-06-30
    13F 259,947 shares
    Change vs previous 13F -15,406 shares

    0.59% of the 13F portfolio, value $41,757,949.

    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 275,353 shares
    Change vs previous 13F -14,090 shares

    0.63% of the 13F portfolio, value $42,709,950.

    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 289,443 shares
    Change vs previous 13F +8,864 shares

    0.82% of the 13F portfolio, value $41,540,870.

    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 280,579 shares
    Change vs previous 13F +211,809 shares

    0.87% of the 13F portfolio, value $39,138,025.

    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 68,770 shares
    Change vs previous 13F +61,939 shares

    0.25% of the 13F portfolio, value $9,265,338.

    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 6,831 shares
    Change vs previous 13F +554 shares

    0.03% of the 13F portfolio, value $837,976.

    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 6,277 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $800,875.

    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).