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Vanguard Wellington shares owned by Apella Capital

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 51k 101.57

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)

View all positions for Apella Capital

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington