Vanguard S&p 500 Etf idx shares owned by Appleton Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 1.4k | 611.84 |
| 2025-06-30 | $742k | 1.3k | 567.71 |
| 2025-03-31 | $585k | 1.1k | 514.06 |
| 2024-12-31 | $493k | 914 | 539.39 |
| 2024-09-30 | $454k | 860 | 527.91 |
| 2024-06-30 | $445k | 891 | 499.44 |
| 2024-03-31 | $428k | 891 | 480.36 |
| 2023-12-31 | $368k | 843 | 436.54 |
| 2023-09-30 | $411k | 1.0k | 392.93 |
| 2023-06-30 | $235k | 577 | 407.28 |
| 2023-03-31 | $221k | 588 | 375.85 |
| 2022-12-31 | $203k | 577 | 351.82 |
| 2022-03-31 | $234k | 563 | 415.63 |
| 2021-12-31 | $222k | 509 | 436.15 |
| 2021-09-30 | $274k | 694 | 394.81 |
| 2021-06-30 | $339k | 862 | 393.27 |
| 2021-03-31 | $342k | 939 | 364.22 |
| 2020-12-31 | $323k | 941 | 343.25 |
| 2020-09-30 | $316k | 1.0k | 307.99 |
| 2020-06-30 | $249k | 877 | 283.92 |
| 2020-03-31 | $208k | 877 | 237.17 |
| 2019-12-31 | $314k | 1.1k | 295.67 |
| 2017-12-31 | $230k | 937 | 245.46 |
| 2017-09-30 | $216k | 937 | 230.52 |
| 2017-06-30 | $269k | 1.2k | 221.95 |
| 2017-03-31 | $380k | 1.8k | 216.28 |