Vanguard Small-Cap Value ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $766k | 3.7k | 208.71 |
| 2021-12-31 | $903k | 5.1k | 178.85 |
| 2021-09-30 | $894k | 5.3k | 169.26 |
| 2021-06-30 | $912k | 5.2k | 173.66 |
| 2021-03-31 | $814k | 4.9k | 165.61 |
| 2020-12-31 | $704k | 4.9k | 142.21 |
| 2020-09-30 | $564k | 5.1k | 110.63 |
| 2020-06-30 | $655k | 6.1k | 106.92 |
| 2020-03-31 | $584k | 6.6k | 88.80 |
| 2019-12-31 | $944k | 6.9k | 137.07 |