Vanguard Small-Cap ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 1.8k | 254.28 |
| 2021-12-31 | $104k | 460 | 226.01 |
| 2021-09-30 | $101k | 460 | 218.67 |
| 2021-06-30 | $104k | 460 | 225.28 |
| 2021-03-31 | $99k | 460 | 214.08 |
| 2020-12-31 | $90k | 460 | 194.68 |
| 2020-09-30 | $71k | 460 | 153.80 |
| 2020-06-30 | $21k | 141 | 145.72 |
| 2020-03-31 | $92k | 794 | 115.44 |
| 2019-12-31 | $185k | 1.1k | 165.64 |