AP
VBR icon

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

Appleton Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Sell
1,456
-135
-8% -$31.4K 0.02% 227
2026
Q1 		$346K Hold
1,591
– – 0.02% 218
2025
Q4 		$337K Buy
1,591
+27
+2% +$5.65K 0.02% 223
2025
Q3 		$326K Hold
1,564
– – 0.02% 224
2025
Q2 		$305K Sell
1,564
-63
-4% -$11.7K 0.02% 223
2025
Q1 		$303K Sell
1,627
-183
-10% -$36.1K 0.02% 215
2024
Q4 		$359K Sell
1,810
-1
-0.1% -$205 0.03% 206
2024
Q3 		$364K Sell
1,811
-5
-0.3% -$961 0.03% 205
2024
Q2 		$332K Sell
1,816
-112
-6% -$20.7K 0.03% 208
2024
Q1 		$370K Sell
1,928
-100
-5% -$18K 0.03% 211
2023
Q4 		$365K Sell
2,028
-15
-0.7% -$2.45K 0.03% 219
2023
Q3 		$326K Buy
2,043
+144
+8% +$24.1K 0.03% 233
2023
Q2 		$314K Hold
1,899
– – 0.03% 239
2023
Q1 		$301K Hold
1,899
– – 0.03% 251
2022
Q4 		$302K Hold
1,899
– – 0.03% 254
2022
Q3 		$272K Sell
1,899
-16
-0.8% -$2.54K 0.03% 252
2022
Q2 		$287K Sell
1,915
-1
-0.1% -$164 0.03% 248
2022
Q1 		$337K Hold
1,916
– – 0.03% 248
2021
Q4 		$343K Hold
1,916
– – 0.03% 245
2021
Q3 		$324K Buy
1,916
+156
+9% +$26.7K 0.03% 238
2021
Q2 		$306K Sell
1,760
-77
-4% -$13.3K 0.03% 249
2021
Q1 		$304K Buy
1,837
+10
+0.5% +$1.57K 0.03% 241
2020
Q4 		$260K Sell
1,827
-590
-24% -$76.1K 0.03% 244
2020
Q3 		$267K Buy
2,417
+290
+14% +$32.5K 0.03% 232
2020
Q2 		$227K Buy
+2,127
New +$213K 0.03% 238
2020
Q1 		– Sell
-2,127
Closed -$292K – 290
2019
Q4 		$292K Sell
2,127
-26
-1% -$3.44K 0.03% 244
2019
Q3 		$277K Buy
2,153
+3
+0.1% +$384 0.03% 246
2019
Q2 		$281K Sell
2,150
-25
-1% -$3.25K 0.03% 242
2019
Q1 		$280K Sell
2,175
-1,425
-40% -$181K 0.04% 228
2018
Q4 		$456K Buy
3,600
+1,800
+100% +$228K 0.07% 180
2018
Q3 		$251K Sell
1,800
-200
-10% -$28K 0.03% 235
2018
Q2 		$272K Buy
2,000
+325
+19% +$43.6K 0.04% 230
2018
Q1 		$217K Hold
1,675
– – 0.03% 244
2017
Q4 		$222K Hold
1,675
– – 0.03% 247
2017
Q3 		$214K Sell
1,675
-750
-31% -$92.5K 0.04% 228
2017
Q2 		$298K Hold
2,425
– – 0.05% 202
2017
Q1 		$298K Buy
+2,425
New +$298K 0.05% 195

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Appleton Partners's VBR Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard Small-Cap Value ETF (VBR) stake by 8.5% in Q2 2026, selling an estimated $31.4K and leaving 1,456 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #227.

Appleton Partners first reported a position in VBR in Q1 2017 and has held it in 37 quarters since. The position peaked at $456K in Q4 2018. 509 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Appleton Partners held 1,456 shares of Vanguard Small-Cap Value ETF worth $354K as of Q2 2026.
  • Appleton Partners sold 135 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $31.4K.
  • Vanguard Small-Cap Value ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #227 holding.
  • Appleton Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2017 and has held it in 37 quarters since.
  • Appleton Partners's Vanguard Small-Cap Value ETF position peaked at $456K in Q4 2018.
  • 509 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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