APPLETON PARTNERS INC/MA

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1055290 BOSTON, MA

Position in VIG

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

Position Value

$902,176

-$13,207 QoQ

Shares Held

4,195

+0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.09%

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	$902,176	4,195	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$915,383	4,165	-2.2%	Shares	Sole	2026-01-09
2025-09-30	$919,265	4,260	+29.0%	Shares	Sole	2025-11-05
2025-06-30	$676,025	3,303	-2.9%	Shares	Sole	2025-07-22
2025-03-31	$660,147	3,403	+15.2%	Shares	Sole	2025-04-22
2024-12-31	$578,285	2,953	-14.1%	Shares	Sole	2025-01-28
2024-09-30	$681,128	3,439	-4.7%	Shares	Sole	2024-10-01
2024-06-30	$658,457	3,607	-10.0%	Shares	Sole	2024-07-02
2024-03-31	$731,535	4,006	+0.9%	Shares	Sole	2024-04-01
2023-12-31	$676,488	3,970	-0.8%	Shares	Sole	2024-01-02
2023-09-30	$622,141	4,004	-0.7%	Shares	Sole	2023-10-03
2023-06-30	$655,242	4,034	+5.6%	Shares	Sole	2023-07-10
2023-03-31	$588,318	3,820	-2.2%	Shares	Sole	2023-04-10
2022-12-31	$592,974	3,905	+12.6%	Shares	Sole	2023-01-19
2022-09-30	$468,870	3,469	0.0%	Shares	Sole	2022-10-27
2022-06-30	$497,697	3,469	+7.6%	Shares	Sole	2022-07-08
2022-03-31	$522,966	3,225	-5.5%	Shares	Sole	2022-04-05
2021-12-31	$586,011	3,412	+7.0%	Shares	Sole	2022-02-03
2021-09-30	$489,676	3,188	+10.4%	Shares	Sole	2021-10-14
2021-06-30	$447,033	2,888	-10.8%	Shares	Sole	2021-07-07
2021-03-31	$476,245	3,238	0.0%	Shares	Sole	2021-04-19
2020-12-31	$457,108	3,238	-27.1%	Shares	Sole	2021-01-19
2020-09-30	$571,765	4,444	-4.3%	Shares	Sole	2020-10-14
2020-06-30	$544,183	4,644	+4.5%	Shares	Sole	2020-08-14
2020-03-31	$459,465	4,444	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.