Vanguard Small-Cap ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $477k | 2.2k | 213.33 |
| 2023-09-30 | $432k | 2.3k | 188.98 |
| 2023-06-30 | $485k | 2.4k | 198.85 |
| 2023-03-31 | $440k | 2.3k | 189.74 |
| 2022-12-31 | $423k | 2.3k | 183.59 |
| 2022-09-30 | $401k | 2.3k | 171.08 |
| 2022-06-30 | $387k | 2.2k | 176.31 |
| 2022-03-31 | $466k | 2.2k | 212.40 |
| 2021-12-31 | $496k | 2.2k | 226.07 |
| 2021-09-30 | $507k | 2.3k | 218.72 |
| 2021-06-30 | $468k | 2.1k | 225.11 |
| 2021-03-31 | $449k | 2.1k | 213.91 |
| 2020-12-31 | $409k | 2.1k | 194.85 |
| 2020-09-30 | $287k | 1.9k | 153.56 |
| 2020-06-30 | $272k | 1.9k | 145.53 |
| 2020-03-31 | $222k | 1.9k | 115.56 |
| 2019-12-31 | $329k | 2.0k | 165.74 |
| 2019-09-30 | $305k | 2.0k | 153.65 |
| 2019-06-30 | $311k | 2.0k | 156.68 |
| 2019-03-31 | $303k | 2.0k | 152.64 |
| 2018-12-31 | $459k | 3.5k | 131.82 |
| 2018-09-30 | $280k | 1.7k | 162.79 |
| 2018-06-30 | $268k | 1.7k | 155.81 |
| 2018-03-31 | $278k | 1.9k | 146.70 |
| 2017-12-31 | $270k | 1.8k | 147.54 |
| 2017-09-30 | $259k | 1.8k | 141.53 |
| 2017-06-30 | $309k | 2.3k | 135.53 |
| 2017-03-31 | $304k | 2.3k | 133.33 |