Apella Capital Increases Exposure to Growth ETFs in Q2 2026

As reported by insiderset.com on behalf of Apella Capital, Llc, the investment firm's portfolio underwent notable changes during the quarter ending June 2026. The total portfolio value remained substantial at approximately $7.01 billion.

Significant Purchases This Quarter

The most striking activity involved significant increases in holdings of several exchange-traded funds (ETFs). Apella Capital demonstrated strong interest in growth-oriented products, particularly from Vanguard and Dimensional Fund Advisors.

• VO saw a massive increase of over 280% in shares held by Apella Capital during the quarter, making it one of their most significant buying moves.
• The investment firm also substantially increased its position in VUG, raising holdings by nearly 500% from the previous quarter, indicating a strong conviction in growth stocks.
• VOOG experienced a significant jump of over 460% in Apella Capital's holdings during this period.
• The firm also increased its stake in IWF, raising the position by approximately 294% from prior quarter levels, further emphasizing their focus on growth sectors.

Additionally, Apella Capital continued to build its exposure within Dimensional Fund Advisors' offerings:

• Their stake in DFAC, a Dimensional ETF focused on large-cap growth, increased by about 2.46% during the quarter.
• Holdings of DFCF, targeting mid-cap growth, grew slightly by around 5.88%, though not as dramatically as other buys.
• Their position in DUHP (small-cap growth) also saw an increase of approximately 5.95% during the quarter.
• DFNM, another Dimensional fund, showed a moderate increase in Apella's holdings by about 20.51%, suggesting ongoing interest.

Notable Reductions and Exits

In contrast to the significant buying activity, Apella Capital also reduced its position in one stock:

• Their stake in United Airlines (UAL) decreased during this quarter.

Furthermore, the investment firm added positions to several other ETFs:

• SPAB, a SPDR Series Trust fund, saw an increase of about 23% in Apella's holdings.
• The firm also increased its stake in IUSB by approximately 23.18%, another growth ETF addition.
• SPYY, a SPDR Series Trust fund, was added with an increase of about 15.85% during the quarter.
• They also increased holdings in IAGG by roughly 20.04%, completing their list of ETF additions for this period.