Apella Capital, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1801507 WEST HARTFORD, CT

Position in VB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$37,252,095

+$905,651 QoQ

Shares Held

142,227

+0.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,252,095	142,227	+0.9%	Shares	Sole	2026-04-20
2025-12-31	$36,346,444	140,905	+3.2%	Shares	Sole	2026-01-21
2025-09-30	$34,725,493	136,564	+67.2%	Shares	Sole	2025-10-17
2025-06-30	$19,359,844	81,694	+37.1%	Shares	Sole	2025-07-08
2025-03-31	$13,212,973	59,585	+7.2%	Shares	Sole	2025-04-10
2024-12-31	$13,353,080	55,573	+8.3%	Shares	Sole	2025-01-14
2024-09-30	$12,172,431	51,315	+20.8%	Shares	Sole	2024-10-03
2024-06-30	$9,262,121	42,479	+23.1%	Shares	Sole	2024-07-10
2024-03-31	$7,887,497	34,505	+22.6%	Shares	Sole	2024-04-10
2023-12-31	$6,005,666	28,152	+20.4%	Shares	Sole	2024-01-05
2023-09-30	$4,421,591	23,386	+16.8%	Shares	Sole	2023-10-10
2023-06-30	$3,982,772	20,025	+10.8%	Shares	Sole	2023-07-06
2022-12-31	$3,316,017	18,067	+77.4%	Shares	Sole	2023-01-10
2022-09-30	$1,740,718	10,185	+19.5%	Shares	Sole	2022-10-11
2022-06-30	$1,500,633	8,521	-2.5%	Shares	Sole	2022-07-08
2022-03-31	$1,856,574	8,736	-1.1%	Shares	Sole	2022-04-11
2021-12-31	$1,995,894	8,831	+2.3%	Shares	Sole	2022-01-13
2021-09-30	$1,886,903	8,629	+2.7%	Shares	Sole	2022-01-18
2021-06-30	$1,893,253	8,404	+1.7%	Shares	Sole	2022-01-18
2021-03-31	$1,769,371	8,265	-4.8%	Shares	Sole	2021-04-15
2020-12-31	$1,690,795	8,685	+6.4%	Shares	Sole	2021-02-18
2020-09-30	$1,255,930	8,166	+20.2%	Shares	Sole	2020-10-22
2020-06-30	$989,584	6,791	+8.4%	Shares	Sole	2020-07-20
2020-03-31	$723,000	6,263	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.