Apella Capital, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1801507
WEST HARTFORD, CT
Position in VTEC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,684,855
+$782,816 QoQ
Shares Held
17,005
+89.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,684,855 | 17,005 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $902,039 | 8,997 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $436,393 | 4,374 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||