AP
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Appleton Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Appleton Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$746K Sell
1,087
-299
-22% -$199K 0.05% 171
2026
Q1 		$828K Buy
1,386
+70
+5% +$43.8K 0.06% 150
2025
Q4 		$825K Sell
1,316
-52
-4% -$32.3K 0.05% 153
2025
Q3 		$837K Buy
1,368
+61
+5% +$36K 0.06% 151
2025
Q2 		$742K Buy
1,307
+169
+15% +$88.8K 0.05% 153
2025
Q1 		$585K Buy
1,138
+224
+25% +$121K 0.05% 165
2024
Q4 		$493K Buy
914
+54
+6% +$29.2K 0.04% 177
2024
Q3 		$454K Sell
860
-31
-3% -$15.8K 0.03% 187
2024
Q2 		$445K Hold
891
– – 0.03% 185
2024
Q1 		$428K Buy
891
+48
+6% +$22K 0.03% 202
2023
Q4 		$368K Sell
843
-203
-19% -$83.1K 0.03% 218
2023
Q3 		$411K Buy
1,046
+469
+81% +$192K 0.04% 206
2023
Q2 		$235K Sell
577
-11
-2% -$4.24K 0.02% 276
2023
Q1 		$221K Buy
588
+11
+2% +$4.03K 0.02% 284
2022
Q4 		$203K Buy
+577
New +$204K 0.02% 294
2022
Q2 		– Sell
-563
Closed -$234K – 311
2022
Q1 		$234K Buy
563
+54
+11% +$22.1K 0.02% 287
2021
Q4 		$222K Sell
509
-185
-27% -$78.1K 0.02% 296
2021
Q3 		$274K Sell
694
-168
-19% -$68.2K 0.02% 257
2021
Q2 		$339K Sell
862
-77
-8% -$29.6K 0.03% 236
2021
Q1 		$342K Sell
939
-2
-0.2% -$709 0.03% 230
2020
Q4 		$323K Sell
941
-85
-8% -$27.7K 0.03% 226
2020
Q3 		$316K Buy
1,026
+149
+17% +$45.4K 0.03% 218
2020
Q2 		$249K Hold
877
– – 0.03% 230
2020
Q1 		$208K Sell
877
-185
-17% -$51.8K 0.03% 250
2019
Q4 		$314K Buy
+1,062
New +$300K 0.03% 235
2018
Q1 		– Sell
-937
Closed -$230K – 270
2017
Q4 		$230K Hold
937
– – 0.04% 242
2017
Q3 		$216K Sell
937
-275
-23% -$62.3K 0.04% 227
2017
Q2 		$269K Sell
1,212
-545
-31% -$120K 0.05% 209
2017
Q1 		$380K Buy
+1,757
New +$375K 0.07% 179

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Appleton Partners's VOO Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 22% in Q2 2026, selling an estimated $199K and leaving 1,087 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #171.

Appleton Partners first reported a position in VOO in Q1 2017 and has held it in 29 quarters since. The position peaked at $837K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Appleton Partners held 1,087 shares of Vanguard S&P 500 ETF worth $746K as of Q2 2026.
  • Appleton Partners sold 299 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $199K.
  • Vanguard S&P 500 ETF made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #171 holding.
  • Appleton Partners first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 29 quarters since.
  • Appleton Partners's Vanguard S&P 500 ETF position peaked at $837K in Q3 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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