AP
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Appleton Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Appleton Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
3,819
-30
-0.8% -$10.7K 0.09% 131
2026
Q1 		$1.24M Sell
3,849
-213
-5% -$71.5K 0.09% 132
2025
Q4 		$1.36M Sell
4,062
-25
-0.6% -$8.32K 0.09% 130
2025
Q3 		$1.34M Buy
4,087
+56
+1% +$17.7K 0.09% 132
2025
Q2 		$1.23M Buy
4,031
+22
+0.5% +$6.19K 0.09% 129
2025
Q1 		$1.1M Sell
4,009
-3
-0.1% -$872 0.09% 126
2024
Q4 		$1.16M Hold
4,012
– – 0.09% 129
2024
Q3 		$1.14M Sell
4,012
-141
-3% -$38.5K 0.08% 129
2024
Q2 		$1.11M Sell
4,153
-53
-1% -$13.7K 0.09% 127
2024
Q1 		$1.09M Buy
4,206
+1,718
+69% +$425K 0.08% 132
2023
Q4 		$590K Buy
2,488
+49
+2% +$10.8K 0.05% 175
2023
Q3 		$518K Sell
2,439
-109
-4% -$24.1K 0.05% 184
2023
Q2 		$561K Hold
2,548
– – 0.05% 189
2023
Q1 		$520K Sell
2,548
-64
-2% -$12.8K 0.05% 202
2022
Q4 		$499K Sell
2,612
-21
-0.8% -$4.05K 0.05% 203
2022
Q3 		$473K Sell
2,633
-107
-4% -$21.3K 0.05% 202
2022
Q2 		$517K Buy
2,740
+180
+7% +$37K 0.05% 202
2022
Q1 		$583K Sell
2,560
-70
-3% -$15.7K 0.05% 201
2021
Q4 		$635K Sell
2,630
-71
-3% -$16.8K 0.05% 198
2021
Q3 		$600K Buy
2,701
+210
+8% +$47.9K 0.05% 194
2021
Q2 		$555K Hold
2,491
– – 0.05% 194
2021
Q1 		$515K Buy
2,491
+305
+14% +$61.7K 0.05% 194
2020
Q4 		$425K Sell
2,186
-15
-0.7% -$2.74K 0.04% 201
2020
Q3 		$375K Hold
2,201
– – 0.04% 201
2020
Q2 		$345K Buy
2,201
+155
+8% +$22.9K 0.04% 200
2020
Q1 		$264K Buy
2,046
+405
+25% +$62.6K 0.04% 226
2019
Q4 		$269K Hold
1,641
– – 0.03% 258
2019
Q3 		$248K Buy
+1,641
New +$247K 0.03% 255
2019
Q1 		– Sell
-1,641
Closed -$246K – 265
2018
Q4 		$246K Hold
1,641
– – 0.04% 232
2018
Q3 		$246K Hold
1,641
– – 0.03% 238
2018
Q2 		$230K Hold
1,641
– – 0.03% 244
2018
Q1 		$223K Hold
1,641
– – 0.03% 241
2017
Q4 		$225K Hold
1,641
– – 0.03% 245
2017
Q3 		$213K Hold
1,641
– – 0.04% 229
2017
Q2 		$204K Buy
+1,641
New +$202K 0.03% 236

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Appleton Partners's VTI Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.78% in Q2 2026, selling an estimated $10.7K and leaving 3,819 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #131.

Appleton Partners first reported a position in VTI in Q2 2017 and has held it in 35 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Appleton Partners held 3,819 shares of Vanguard Morningstar Total Stock Market ETF worth $1.41M as of Q2 2026.
  • Appleton Partners sold 30 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Appleton Partners's portfolio in Q2 2026, its #131 holding.
  • Appleton Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 35 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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