Vanguard Short-Term Bond ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 26k | 78.91 |
| 2021-12-31 | $199k | 2.5k | 80.83 |
| 2021-09-30 | $200k | 2.4k | 81.94 |
| 2021-06-30 | $216k | 2.6k | 82.16 |
| 2021-03-31 | $217k | 2.6k | 82.19 |
| 2020-12-31 | $182k | 2.2k | 82.90 |
| 2020-09-30 | $183k | 2.2k | 83.05 |
| 2020-06-30 | $216k | 2.6k | 83.12 |
| 2020-03-31 | $214k | 2.6k | 82.18 |
| 2019-12-31 | $209k | 2.6k | 80.61 |