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Apple shares owned by Vested Financial Planning

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

Historical chart of Vested Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 9.7k 254.63
2025-06-30 $2.2M 11k 205.17
2025-03-31 $2.4M 11k 222.13
2024-12-31 $2.8M 11k 250.42

More positions owned by Vested Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Vested Financial Planning

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple