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Appleton Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Appleton Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Sell
20,246
-1,206
-6% -$93.5K 0.1% 121
2026
Q1 		$1.54M Sell
21,452
-312
-1% -$23.2K 0.11% 117
2025
Q4 		$1.58M Sell
21,764
-2,880
-12% -$210K 0.1% 121
2025
Q3 		$1.81M Sell
24,644
-160
-0.6% -$11.5K 0.12% 117
2025
Q2 		$1.74M Sell
24,804
-132
-0.5% -$8.66K 0.12% 114
2025
Q1 		$1.61M Sell
24,936
-9,220
-27% -$619K 0.12% 111
2024
Q4 		$2.25M Sell
34,156
-8,000
-19% -$543K 0.17% 102
2024
Q3 		$2.78M Sell
42,156
-1,528
-3% -$95.9K 0.2% 98
2024
Q2 		$2.64M Sell
43,684
-340
-0.8% -$20.7K 0.2% 97
2024
Q1 		$2.75M Buy
44,024
+596
+1% +$35.2K 0.21% 96
2023
Q4 		$2.53M Buy
43,428
+344
+0.8% +$18.4K 0.2% 98
2023
Q3 		$2.24M Sell
43,084
-308
-0.7% -$16.9K 0.2% 100
2023
Q2 		$2.39M Sell
43,392
-284
-0.7% -$14.9K 0.2% 99
2023
Q1 		$2.3M Sell
43,676
-100
-0.2% -$5.32K 0.2% 103
2022
Q4 		$2.23M Sell
43,776
-80
-0.2% -$4.08K 0.21% 102
2022
Q3 		$2.06M Buy
43,856
+284
+0.7% +$14.8K 0.21% 103
2022
Q2 		$2.15M Sell
43,572
-124
-0.3% -$6.7K 0.2% 102
2022
Q1 		$2.6M Hold
43,696
– – 0.21% 98
2021
Q4 		$2.78M Sell
43,696
-1,540
-3% -$96.5K 0.21% 101
2021
Q3 		$2.68M Buy
45,236
+92
+0.2% +$5.56K 0.22% 101
2021
Q2 		$2.68M Sell
45,144
-248
-0.5% -$14.4K 0.23% 99
2021
Q1 		$2.51M Sell
45,392
-292
-0.6% -$15.8K 0.23% 100
2020
Q4 		$2.36M Sell
45,684
-800
-2% -$38.7K 0.23% 90
2020
Q3 		$2.05M Sell
46,484
-232
-0.5% -$10.1K 0.23% 94
2020
Q2 		$1.91M Sell
46,716
-152
-0.3% -$5.82K 0.23% 97
2020
Q1 		$1.54M Sell
46,868
-492
-1% -$20.4K 0.21% 102
2019
Q4 		$2.11M Sell
47,360
-248
-0.5% -$10.6K 0.23% 104
2019
Q3 		$2M Buy
47,608
+772
+2% +$32.3K 0.24% 101
2019
Q2 		$1.96M Sell
46,836
-80
-0.2% -$3.27K 0.24% 103
2019
Q1 		$1.89M Sell
46,916
-47,160
-50% -$1.81M 0.25% 107
2018
Q4 		$3.56M Buy
94,076
+47,040
+100% +$1.77M 0.53% 57
2018
Q3 		$1.93M Sell
47,036
-740
-2% -$30.2K 0.26% 100
2018
Q2 		$1.88M Hold
47,776
– – 0.27% 93
2018
Q1 		$1.84M Buy
47,776
+3,820
+9% +$150K 0.28% 98
2017
Q4 		$1.7M Buy
43,956
+416
+1% +$15.7K 0.26% 94
2017
Q3 		$1.6M Sell
43,540
-2,800
-6% -$101K 0.27% 94
2017
Q2 		$1.65M Buy
46,340
+140
+0.3% +$4.95K 0.28% 90
2017
Q1 		$1.61M Buy
+46,200
New +$1.59M 0.3% 90

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Appleton Partners's VO Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 5.6% in Q2 2026, selling an estimated $93.5K and leaving 20,246 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #121.

Appleton Partners first reported a position in VO in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.56M in Q4 2018. 678 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Appleton Partners held 20,246 shares of Vanguard Mid-Cap ETF worth $1.63M as of Q2 2026.
  • Appleton Partners sold 1,206 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $93.5K.
  • Vanguard Mid-Cap ETF made up 0.1% of Appleton Partners's portfolio in Q2 2026, its #121 holding.
  • Appleton Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's Vanguard Mid-Cap ETF position peaked at $3.56M in Q4 2018.
  • 678 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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