Apella Capital, LLC Incresed Positions in Q3 2025

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
739K
+ 5.78%
$36.04 - $38.78 $26.6M - $28.7M
13.5M $521M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
212K
+ 308.0%
$132.9 - $142.03 $28.1M - $30.1M
281K $39.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
606K
+ 17.86%
$47.86 - $48.43 $29M - $29.4M
4M $193M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
63.9K
+ 314.92%
$393.18 - $439.39 $25.1M - $28.1M
84.2K $36.7M
VEA
Vanguard Ftse Developed Market

ETFs
341K
+ 26.61%
$56.02 - $60.3 $19.1M - $20.6M
1.62M $97.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
297K
+ 21.65%
$49.43 - $54.52 $14.7M - $16.2M
1.67M $90.6M
VTI
Vanguard Total Stock Market Et

ETFs
34.9K
+ 8.12%
$303.93 - $329.86 $10.6M - $11.5M
465K $153M
SPY
Spdr S&P 500 ETF Trust

ETFs
29K
+ 57.6%
$617.65 - $666.84 $17.9M - $19.3M
79.2K $52.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
245K
+ 201.58%
$78.96 - $80.04 $19.4M - $19.6M
367K $29.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
400K
+ 21.05%
$35.76 - $37.93 $14.3M - $15.2M
2.3M $87M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
417K
+ 224.47%
$39.8 - $42.86 $16.6M - $17.9M
602K $25.8M
VO
Vanguard Mid Cap ETF

ETFs
52.4K
+ 67.72%
$279.83 - $293.74 $14.7M - $15.4M
130K $38.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
300K
+ 8.24%
$30.76 - $33.01 $9.24M - $9.92M
3.95M $129M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
317K
+ 81.17%
$48.31 - $48.93 $15.3M - $15.5M
708K $34.6M
VB
Vanguard Small Cap ETF

ETFs
54.9K
+ 67.17%
$237.58 - $259.17 $13M - $14.2M
137K $34.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.6K
+ 61.08%
$567.77 - $614.76 $12.3M - $13.3M
57K $34.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
255K
+ 303.5%
$55.61 - $57.37 $14.2M - $14.6M
338K $19.3M
AVEM
American Centy ETF Tr Avantis

ETFs
114K
+ 17.26%
$68.33 - $75.41 $7.76M - $8.56M
771K $57.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
23.8K
+ 88.39%
$420.11 - $472.68 $10M - $11.3M
50.8K $23.8M
AAPL
Apple Inc.

Technology
9.92K
+ 5.38%
$202.38 - $256.87 $2.01M - $2.55M
194K $49.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
94.2K
+ 764.58%
$108.97 - $121.65 $10.3M - $11.5M
107K $12.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
97.4K
+ 338.45%
$107.66 - $112.36 $10.5M - $10.9M
126K $14.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
212K
+ 996.17%
$46.37 - $47.77 $9.81M - $10.1M
233K $11.1M
AVDE
American Centy ETF Tr Avantis

ETFs
90.3K
+ 16.65%
$73.24 - $79.04 $6.61M - $7.14M
632K $49.9M
AVUV
American Centy ETF Tr Avantis

ETFs
92.2K
+ 146.66%
$90.37 - $102.12 $8.33M - $9.42M
155K $15.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
53K
+ 298.73%
$164.63 - $174.58 $8.73M - $9.25M
70.7K $12.4M
IEFA
Ishares Tr

ETFs
92.2K
+ 29.02%
$81.7 - $87.53 $7.53M - $8.07M
410K $35.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
96.9K
+ 39.8%
$81.75 - $84.54 $7.92M - $8.19M
340K $28.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
173K
+ 994.08%
$45.26 - $46.63 $7.83M - $8.07M
190K $8.8M
USTB
Victory Portfolios Ii Victorys

ETFs
156K
+ 997.4%
$50.54 - $51.1 $7.88M - $7.97M
172K $8.75M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
158K
+ 7.34%
$41.8 - $43.15 $6.6M - $6.81M
2.31M $98.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
44.7K
+ 24.06%
$108.08 - $121.73 $4.83M - $5.44M
230K $27.8M
IEMG
Ishares Inc

ETFs
138K
+ 279.88%
N/A
188K $10.1M
SUB
Ishares Short Term National Mu

ETFs
65.4K
+ 19.7%
$106.17 - $107.3 $6.95M - $7.02M
398K $42.5M
VUG
Vanguard Growth ETF

ETFs
12.1K
+ 40.71%
$433.97 - $484.08 $5.26M - $5.87M
41.9K $20.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
145K
+ 28.07%
$45.6 - $46.92 $6.62M - $6.81M
663K $30.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
201K
+ 21.58%
$28.69 - $30.59 $5.76M - $6.14M
1.13M $34.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
72.8K
+ 4.74%
$72.57 - $74.72 $5.28M - $5.44M
1.61M $120M
AVDV
American Centy ETF Tr Avantis

ETFs
24.6K
+ 5.82%
$79.24 - $89.03 $1.95M - $2.19M
447K $39.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
235K
+ 28.08%
$25.21 - $25.99 $5.93M - $6.11M
1.07M $27.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
28.6K
+ 64.07%
$192.76 - $203.86 $5.52M - $5.83M
73.3K $14.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
251K
+ 54.45%
$23.54 - $23.97 $5.92M - $6.03M
713K $17.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
76.2K
+ 30.25%
$62.09 - $66.51 $4.73M - $5.07M
328K $21.4M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 2.32%
$175.16 - $255.24 $303K - $441K
76.3K $18.6M
JPIB
Jpmorgan International Bond Op

ETFs
107K
+ 1003.78%
$48.32 - $49.13 $5.17M - $5.25M
118K $5.76M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
97.4K
+ 31.12%
$50.85 - $51.35 $4.96M - $5M
411K $21M
EMB
Ishares Tr

ETFs
46.8K
+ 30.74%
$91.52 - $95.59 $4.29M - $4.48M
199K $19M
VTV
Vanguard Value ETF

ETFs
14.5K
+ 7.62%
$175.51 - $186.57 $2.54M - $2.7M
204K $38.1M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
226K
+ 340.53%
$18.82 - $19.8 $4.26M - $4.48M
293K $5.69M
Activity Summary
Buys All Purchases 343 New Holdings 63 Increased Positions 280 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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