Apella Capital, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1801507 WEST HARTFORD, CT

Position in VIG

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

Position Value

$12,533,696

-$1,050,686 QoQ

Shares Held

58,280

-5.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.17%

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	$12,533,696	58,280	-5.7%	Shares	Sole	2026-04-20
2025-12-31	$13,584,382	61,809	-0.7%	Shares	Sole	2026-01-21
2025-09-30	$13,435,301	62,261	+2.6%	Shares	Sole	2025-10-17
2025-06-30	$12,421,422	60,690	-2.4%	Shares	Sole	2025-07-08
2025-03-31	$12,064,432	62,191	+0.8%	Shares	Sole	2025-04-10
2024-12-31	$12,079,773	61,685	-2.6%	Shares	Sole	2025-01-14
2024-09-30	$12,543,733	63,333	-1.7%	Shares	Sole	2024-10-03
2024-06-30	$11,766,260	64,455	-1.1%	Shares	Sole	2024-07-10
2024-03-31	$11,900,693	65,170	-2.8%	Shares	Sole	2024-04-10
2023-12-31	$11,422,423	67,033	+0.3%	Shares	Sole	2024-01-05
2023-09-30	$10,386,997	66,849	-5.1%	Shares	Sole	2023-10-10
2023-06-30	$11,440,594	70,434	-5.2%	Shares	Sole	2023-07-06
2022-12-31	$11,286,403	74,326	-2.3%	Shares	Sole	2023-01-10
2022-09-30	$10,282,567	76,077	-2.4%	Shares	Sole	2022-10-11
2022-06-30	$11,178,321	77,914	-1.3%	Shares	Sole	2022-07-08
2022-03-31	$12,801,072	78,941	-15.5%	Shares	Sole	2022-04-11
2021-12-31	$16,052,098	93,462	-1.2%	Shares	Sole	2022-01-13
2021-09-30	$14,536,089	94,636	+0.9%	Shares	Sole	2022-01-18
2021-06-30	$14,520,385	93,807	+0.5%	Shares	Sole	2022-01-18
2021-03-31	$13,721,828	93,295	-1.9%	Shares	Sole	2021-04-15
2020-12-31	$13,419,055	95,056	-3.8%	Shares	Sole	2021-02-18
2020-09-30	$12,716,625	98,839	-0.7%	Shares	Sole	2020-10-22
2020-06-30	$11,662,456	99,526	-0.1%	Shares	Sole	2020-07-20
2020-03-31	$10,302,503	99,647	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.