Vanguard Value ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 1.8k | 186.70 |
| 2025-06-30 | $339k | 1.9k | 176.56 |
| 2025-03-31 | $321k | 1.9k | 172.58 |
| 2024-12-31 | $265k | 1.6k | 169.01 |
| 2024-09-30 | $322k | 1.8k | 174.53 |
| 2024-06-30 | $303k | 1.9k | 160.32 |
| 2024-03-31 | $284k | 1.7k | 162.75 |
| 2023-12-31 | $266k | 1.8k | 149.44 |
| 2023-09-30 | $271k | 2.0k | 137.91 |
| 2023-06-30 | $286k | 2.0k | 142.08 |
| 2023-03-31 | $278k | 2.0k | 138.10 |
| 2022-12-31 | $294k | 2.1k | 140.60 |
| 2022-09-30 | $252k | 2.0k | 123.47 |
| 2022-06-30 | $267k | 2.0k | 132.11 |
| 2022-03-31 | $266k | 1.8k | 147.70 |
| 2021-12-31 | $246k | 1.7k | 146.95 |
| 2021-09-30 | $228k | 1.7k | 135.39 |
| 2021-06-30 | $229k | 1.7k | 137.37 |
| 2021-03-31 | $210k | 1.6k | 131.74 |
| 2020-03-31 | $237k | 2.7k | 88.90 |
| 2018-06-30 | $224k | 2.2k | 103.80 |
| 2018-03-31 | $223k | 2.2k | 103.34 |
| 2017-12-31 | $240k | 2.3k | 106.29 |
| 2017-09-30 | $219k | 2.2k | 99.73 |
| 2017-06-30 | $217k | 2.3k | 96.40 |
| 2017-03-31 | $215k | 2.3k | 95.51 |