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Appleton Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Appleton Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$644K Buy
2,125
+30
+1% +$8.6K 0.04% 180
2026
Q1 		$549K Sell
2,095
-17
-0.8% -$4.6K 0.04% 181
2025
Q4 		$545K Sell
2,112
-25
-1% -$6.41K 0.04% 181
2025
Q3 		$543K Sell
2,137
-14
-0.7% -$3.47K 0.04% 180
2025
Q2 		$510K Buy
2,151
+209
+11% +$46.6K 0.04% 181
2025
Q1 		$431K Sell
1,942
-124
-6% -$29.6K 0.03% 189
2024
Q4 		$496K Hold
2,066
– – 0.04% 176
2024
Q3 		$490K Sell
2,066
-7
-0.3% -$1.59K 0.04% 177
2024
Q2 		$452K Buy
2,073
+7
+0.3% +$1.54K 0.03% 183
2024
Q1 		$472K Sell
2,066
-170
-8% -$36.6K 0.04% 191
2023
Q4 		$477K Sell
2,236
-50
-2% -$9.63K 0.04% 197
2023
Q3 		$432K Sell
2,286
-153
-6% -$30.5K 0.04% 200
2023
Q2 		$485K Buy
2,439
+120
+5% +$22.7K 0.04% 198
2023
Q1 		$440K Buy
2,319
+15
+0.7% +$2.91K 0.04% 215
2022
Q4 		$423K Sell
2,304
-40
-2% -$7.41K 0.04% 219
2022
Q3 		$401K Buy
2,344
+149
+7% +$28.1K 0.04% 218
2022
Q2 		$387K Buy
2,195
+1
+0% +$193 0.04% 228
2022
Q1 		$466K Hold
2,194
– – 0.04% 222
2021
Q4 		$496K Sell
2,194
-124
-5% -$28.2K 0.04% 222
2021
Q3 		$507K Buy
2,318
+239
+11% +$53.1K 0.04% 202
2021
Q2 		$468K Sell
2,079
-20
-1% -$4.43K 0.04% 200
2021
Q1 		$449K Hold
2,099
– – 0.04% 203
2020
Q4 		$409K Buy
2,099
+230
+12% +$40.6K 0.04% 206
2020
Q3 		$287K Hold
1,869
– – 0.03% 225
2020
Q2 		$272K Sell
1,869
-52
-3% -$6.98K 0.03% 222
2020
Q1 		$222K Sell
1,921
-64
-3% -$9.62K 0.03% 243
2019
Q4 		$329K Hold
1,985
– – 0.04% 229
2019
Q3 		$305K Hold
1,985
– – 0.04% 232
2019
Q2 		$311K Hold
1,985
– – 0.04% 230
2019
Q1 		$303K Sell
1,985
-1,495
-43% -$222K 0.04% 222
2018
Q4 		$512K Buy
3,480
+1,760
+102% +$256K 0.08% 172
2018
Q3 		$280K Hold
1,720
– – 0.04% 226
2018
Q2 		$268K Sell
1,720
-175
-9% -$26.8K 0.04% 232
2018
Q1 		$278K Buy
1,895
+65
+4% +$9.7K 0.04% 224
2017
Q4 		$270K Hold
1,830
– – 0.04% 231
2017
Q3 		$259K Sell
1,830
-450
-20% -$61.3K 0.04% 216
2017
Q2 		$309K Hold
2,280
– – 0.05% 196
2017
Q1 		$304K Buy
+2,280
New +$302K 0.06% 192

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Appleton Partners's VB Position: Q2 2026 in Review

Appleton Partners increased its Vanguard Small-Cap ETF (VB) stake by 1.4% in Q2 2026, buying an estimated $8.6K and bringing the position to 2,125 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #180.

Appleton Partners first reported a position in VB in Q1 2017 and has held it in 38 quarters since. 717 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Appleton Partners held 2,125 shares of Vanguard Small-Cap ETF worth $644K as of Q2 2026.
  • Appleton Partners bought 30 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $8.6K.
  • Vanguard Small-Cap ETF made up 0.04% of Appleton Partners's portfolio in Q2 2026, its #180 holding.
  • Appleton Partners first reported a position in Vanguard Small-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 717 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.