Apella Capital, LLC Purchases in Q4 2025

Apella Capital, LLC

  • $4.73 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
224K
+ 48.11%
$321.8 - $337.95 $72M - $75.6M
689K $227M
DFSD
Dimensional ETF Tr Short Durat

ETFs
507K
+ 12.66%
$48.17 - $48.5 $24.4M - $24.6M
4.51M $217M
AAPL
Apple Inc.

Technology
60.2K
+ 30.98%
$245.27 - $275.25 $14.8M - $16.6M
254K $68.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
140K
+ 133.37%
$116.0 - $122.39 $16.2M - $17.1M
245K $29.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
394K
+ 2.92%
$37.61 - $39.41 $14.8M - $15.5M
13.9M $538M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
184K
+ 2257.99%
$77.73 - $78.84 $14.3M - $14.5M
192K $15M
IYY
Ishares Tr

ETFs
85.9K
New
$159.3 - $167.44 $13.7M - $14.4M
85.9K $14M
DFIC
Dimensional ETF Tr Dimensional

ETFs
349K
+ 8.85%
$32.24 - $33.72 $11.3M - $11.8M
4.3M $143M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
212K
+ 12.66%
$52.54 - $55.77 $11.1M - $11.8M
1.88M $103M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
298K
+ 12.93%
$42.71 - $43.27 $12.7M - $12.9M
2.6M $111M
DUHP
Dimensional ETF Tr Dimensional

ETFs
296K
+ 12.85%
$37.18 - $38.47 $11M - $11.4M
2.6M $97.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
468K
+ 65.64%
$23.54 - $23.93 $11M - $11.2M
1.18M $27.9M
VONE
Vanguard Russell 1000 ETF

ETFs
30.6K
+ 12.04%
$296.54 - $311.51 $9.09M - $9.55M
285K $86.8M
IBB
Ishares Biotechnology ETF

ETFs
57.6K
New
$148.51 - $164.96 $8.55M - $9.5M
57.6K $9.46M
VEA
Vanguard Ftse Developed Market

ETFs
112K
+ 6.87%
$59.18 - $62.09 $6.6M - $6.92M
1.74M $106M
MSFT
Microsoft Corp

Technology
18.9K
+ 22.55%
$496.82 - $542.07 $9.38M - $10.2M
103K $52.1M
AVEM
American Centy ETF Tr Avantis

ETFs
83.4K
+ 10.82%
$73.09 - $78.36 $6.1M - $6.54M
855K $66.3M
IWV
Ishares Russell 3000 ETF

ETFs
20.4K
+ 328.65%
$371.33 - $389.89 $7.56M - $7.93M
26.5K $10.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
164K
+ 24.76%
$46.57 - $47.16 $7.64M - $7.74M
827K $38.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
264K
+ 24.56%
$25.75 - $26.12 $6.79M - $6.88M
1.34M $34.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
290K
+ 60.65%
$22.88 - $22.95 $6.62M - $6.64M
767K $17.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
85.7K
+ 237.01%
$70.2 - $73.89 $6.02M - $6.33M
122K $8.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
110K
+ 26.75%
$51.27 - $51.8 $5.63M - $5.69M
520K $26.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
149K
+ 13.17%
$30.11 - $31.43 $4.49M - $4.68M
1.28M $39.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
43.2K
+ 18.76%
$118.2 - $126.51 $5.11M - $5.47M
274K $33.2M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
72.2K
+ 85.44%
$68.22 - $71.43 $4.93M - $5.16M
157K $11M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
107K
+ 15.08%
$48.64 - $48.99 $5.19M - $5.23M
814K $39.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
62.1K
+ 5.35%
$71.0 - $74.64 $4.41M - $4.64M
1.22M $89.3M
AVDE
American Centy ETF Tr Avantis

ETFs
49.7K
+ 7.86%
$77.65 - $81.2 $3.86M - $4.04M
682K $54.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.06K
+ 12.39%
$600.51 - $631.95 $4.24M - $4.46M
64.1K $39.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
255K
New
$17.44 - $18.04 $4.44M - $4.59M
255K $4.47M
PFF
Ishares Trust Ishares Pfd And

ETFs
137K
+ 1655.15%
$30.84 - $31.79 $4.23M - $4.36M
145K $4.49M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
177K
+ 81.64%
$22.43 - $22.55 $3.98M - $4M
395K $8.87M
IEFA
Ishares Tr

ETFs
38K
+ 9.27%
$86.09 - $89.88 $3.27M - $3.42M
448K $39.7M
IGF
Ishares Global Infrastructure

ETFs
62.4K
New
$60.97 - $62.49 $3.81M - $3.9M
62.4K $3.88M
SPIB
Spdr Portfolio Intermediate Te

ETFs
111K
+ 24.73%
$33.69 - $34.08 $3.75M - $3.79M
561K $18.9M
GLD
Spdr Gold Trust

ETFs
9.02K
+ 98.67%
$354.79 - $403.15 $3.2M - $3.64M
18.2K $6.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.19K
+ 6.55%
$653.02 - $687.39 $3.39M - $3.57M
84.4K $56.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.5K
+ 2.89%
$74.09 - $75.1 $3.45M - $3.49M
1.65M $123M
XLK
Technology Sector Spdr

ETFs
10.6K
+ 423.37%
$278.39 - $304.13 $2.94M - $3.21M
13.1K $3.76M
EMB
Ishares Tr

ETFs
26.8K
+ 13.47%
$94.63 - $97.03 $2.54M - $2.6M
226K $21.7M
AVDV
American Centy ETF Tr Avantis

ETFs
23.8K
+ 5.32%
$87.37 - $90.92 $2.08M - $2.16M
470K $42.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.2K
+ 7.67%
$42.26 - $44.28 $1.95M - $2.04M
648K $28.4M
VT
Vanguard Total World Stk Index

ETFs
18.3K
+ 49.12%
$135.16 - $141.78 $2.47M - $2.59M
55.5K $7.73M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.45K
+ 422.62%
$577.77 - $604.78 $2.57M - $2.69M
5.5K $3.22M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
37.4K
+ 2.8%
$31.28 - $33.46 $1.17M - $1.25M
1.37M $45.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
40K
+ 954.36%
N/A
44.1K $2.75M
AVLV
American Centy ETF Tr Avantis
31.5K
+ 12.6%
$70.14 - $73.74 $2.21M - $2.32M
282K $20.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44.6K
+ 11.46%
$49.98 - $50.59 $2.23M - $2.26M
434K $21.8M
Activity Summary
Buys All Purchases 381 New Holdings 66 Increased Positions 315 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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