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Apple shares owned by Values Added Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 25k 171.48
2023-12-31 $5.3M 28k 192.53
2023-09-30 $5.2M 30k 171.21
2023-06-30 $5.7M 29k 193.97

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple