APPLETON PARTNERS INC/MA

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1055290 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$548,722

+$3,932 QoQ

Shares Held

2,095

-0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$548,722	2,095	-0.8%	Shares	Sole	2026-04-28
2025-12-31	$544,790	2,112	-1.2%	Shares	Sole	2026-01-09
2025-09-30	$543,396	2,137	-0.7%	Shares	Sole	2025-11-05
2025-06-30	$509,743	2,151	+10.8%	Shares	Sole	2025-07-22
2025-03-31	$430,638	1,942	-6.0%	Shares	Sole	2025-04-22
2024-12-31	$496,418	2,066	0.0%	Shares	Sole	2025-01-28
2024-09-30	$490,075	2,066	-0.3%	Shares	Sole	2024-10-01
2024-06-30	$451,996	2,073	+0.3%	Shares	Sole	2024-07-02
2024-03-31	$472,266	2,066	-7.6%	Shares	Sole	2024-04-01
2023-12-31	$477,005	2,236	-2.2%	Shares	Sole	2024-01-02
2023-09-30	$432,214	2,286	-6.3%	Shares	Sole	2023-10-03
2023-06-30	$485,092	2,439	+5.2%	Shares	Sole	2023-07-10
2023-03-31	$439,589	2,319	+0.7%	Shares	Sole	2023-04-10
2022-12-31	$422,876	2,304	-1.7%	Shares	Sole	2023-01-19
2022-09-30	$400,613	2,344	+6.8%	Shares	Sole	2022-10-27
2022-06-30	$386,561	2,195	+0.0%	Shares	Sole	2022-07-08
2022-03-31	$466,268	2,194	0.0%	Shares	Sole	2022-04-05
2021-12-31	$495,865	2,194	-5.3%	Shares	Sole	2022-02-03
2021-09-30	$506,877	2,318	+11.5%	Shares	Sole	2021-10-14
2021-06-30	$468,357	2,079	-1.0%	Shares	Sole	2021-07-07
2021-03-31	$449,353	2,099	0.0%	Shares	Sole	2021-04-19
2020-12-31	$408,633	2,099	+12.3%	Shares	Sole	2021-01-19
2020-09-30	$287,452	1,869	0.0%	Shares	Sole	2020-10-14
2020-06-30	$272,350	1,869	-2.7%	Shares	Sole	2020-08-14
2020-03-31	$221,760	1,921	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.