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Vanguard FTSE All Wld Ex USSml Cap shares owned by Appleton Partners

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Appleton Partners from 13F filings

Historical chart of Appleton Partners investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Appleton Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $478k 4.2k 115.13
2023-09-30 $440k 4.1k 106.25

More positions owned by Appleton Partners

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Goldman Sachs Activebeta U.s. Etf (GSLC)
Jpmorgan Ultra-short Income Et Etf (JPST)
Schwab Us Large-cap Etf Etf (SCHX)
Amazon.com CS (AMZN)
Jpmorgan Chase & Co CS (JPM)
Visa CS (V)
Home Depot Inc/the CS (HD)
Alphabet CS (GOOG)
Broadcom CS (AVGO)
Thermo Fisher Scientific CS (TMO)
Energy Select Sector Spdr Fund CS (XLE)
Unitedhealth Group CS (UNH)
Zoetis CS (ZTS)

View all positions for Appleton Partners

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

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Pnc Financial Services
HPM Partners
Stifel Financial
Bank Of Montreal
Creative Planning

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