Appleton Group, LLC Vanguard Small Cap Value ETF Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
Shares
	  4 transactions
	
  Others Institutions Holding VBR
# of Institutions
1,768Shares Held
91.2MCall Options Held
57.9KPut Options Held
3.1K- 
    
      Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
- 
    
      Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
- 
    
      Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
- 
    
      Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio