Apella Capital, LLC VTEI — VANGUARD MUN BD FDS

Ownership history in Apella Capital, LLC  ·  3 quarters on record

AI Ownership Summary

Apella Capital, LLC reported VANGUARD MUN BD FDS (VTEI) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q4. The latest visible filing shows VTEI at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in VANGUARD MUN BD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTEI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTEI stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held VTEI — position size vs. price
% of Fund (quarterly)    VTEI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 55,564 -100 -0.2% 0.08% $5.6M 2026-07-08 $100.49
2026 Q1 ADDED — — — 55,664 +3,614 +6.9% 0.08% $5.6M 2026-04-20 $100.43
2025 Q4 INITIATED — — — 52,050 — — 0.10% $5.2M 2026-01-21 $100.14

🏢 Other funds also holding VTEI

As of 2026 Q2 — sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.63% Sprinkle Financial Consultants LLC 0.4% Midwest Financial Network, LLC 0.39% 55 North Private Wealth, LLC 0.13% First Heartland Consultants, Inc. 3Y 7Y 0.11% Worth Asset Management, LLC 3Y 0.09% SigFig Wealth Management, LLC 3Y 7Y 0.04% Valeo Financial Advisors, LLC 3Y 7Y 0.03% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.03% CoreCap Advisors, LLC 3Y 0.01%

FAQ About Apella Capital, LLC and VTEI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning VTEI?

Apella Capital, LLC reported VTEI across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported VTEI position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for VTEI was 0.10% in 2025 Q4.

What is the latest reported VTEI position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 55,564 shares, equal to 0.08% of portfolio, with an estimated market value of $5.6M.

What does the chart on this VTEI ownership page compare?

The chart compares Apella Capital, LLC's quarterly VTEI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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