Vanguard Small-Cap Value ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $364k | 1.8k | 200.99 |
| 2024-06-30 | $332k | 1.8k | 182.82 |
| 2024-03-31 | $370k | 1.9k | 191.91 |
| 2023-12-31 | $365k | 2.0k | 179.98 |
| 2023-09-30 | $326k | 2.0k | 159.57 |
| 2023-06-30 | $314k | 1.9k | 165.35 |
| 2023-03-31 | $301k | 1.9k | 158.50 |
| 2022-12-31 | $302k | 1.9k | 159.03 |
| 2022-09-30 | $272k | 1.9k | 143.23 |
| 2022-06-30 | $287k | 1.9k | 149.87 |
| 2022-03-31 | $337k | 1.9k | 175.89 |
| 2021-12-31 | $343k | 1.9k | 179.02 |
| 2021-09-30 | $324k | 1.9k | 169.10 |
| 2021-06-30 | $306k | 1.8k | 173.86 |
| 2021-03-31 | $304k | 1.8k | 165.49 |
| 2020-12-31 | $260k | 1.8k | 142.31 |
| 2020-09-30 | $267k | 2.4k | 110.47 |
| 2020-06-30 | $227k | 2.1k | 106.72 |
| 2019-12-31 | $292k | 2.1k | 137.28 |
| 2019-09-30 | $277k | 2.2k | 128.66 |
| 2019-06-30 | $281k | 2.2k | 130.70 |
| 2019-03-31 | $280k | 2.2k | 128.74 |
| 2018-12-31 | $410k | 3.6k | 113.89 |
| 2018-09-30 | $251k | 1.8k | 139.44 |
| 2018-06-30 | $272k | 2.0k | 136.00 |
| 2018-03-31 | $217k | 1.7k | 129.55 |
| 2017-12-31 | $222k | 1.7k | 132.54 |
| 2017-09-30 | $214k | 1.7k | 127.76 |
| 2017-06-30 | $298k | 2.4k | 122.89 |
| 2017-03-31 | $298k | 2.4k | 122.89 |