Vanguard Small-Cap Growth ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 1.6k | 297.62 |
| 2021-12-31 | $377k | 1.3k | 281.79 |
| 2021-09-30 | $376k | 1.3k | 280.16 |
| 2021-06-30 | $349k | 1.2k | 289.79 |
| 2021-03-31 | $292k | 1.1k | 274.65 |
| 2020-12-31 | $113k | 421 | 267.66 |
| 2020-09-30 | $80k | 370 | 214.93 |
| 2020-06-30 | $105k | 525 | 199.60 |
| 2020-03-31 | $56k | 375 | 150.30 |
| 2019-12-31 | $75k | 375 | 198.70 |
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