AP
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Appleton Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Appleton Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Hold
4,403
– – 0.09% 127
2026
Q1 		$1.32M Sell
4,403
-236
-5% -$73.8K 0.09% 130
2025
Q4 		$1.46M Sell
4,639
-25
-0.5% -$7.81K 0.1% 128
2025
Q3 		$1.44M Buy
4,664
+49
+1% +$14.5K 0.1% 130
2025
Q2 		$1.32M Sell
4,615
-297
-6% -$78.3K 0.09% 122
2025
Q1 		$1.26M Buy
4,912
+595
+14% +$161K 0.1% 117
2024
Q4 		$1.16M Hold
4,317
– – 0.09% 128
2024
Q3 		$1.14M Hold
4,317
– – 0.08% 128
2024
Q2 		$1.08M Sell
4,317
-1,235
-22% -$297K 0.08% 129
2024
Q1 		$1.33M Buy
+5,552
New +$1.27M 0.1% 123

Other funds holding VV

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Appleton Partners's VV Position: Q2 2026 in Review

Appleton Partners held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 4,403 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #127.

Appleton Partners first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Appleton Partners held 4,403 shares of Vanguard Large-Cap ETF worth $1.51M as of Q2 2026.
  • Appleton Partners left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.09% of Appleton Partners's portfolio in Q2 2026, its #127 holding.
  • Appleton Partners first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 342 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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