Caldwell Trust »

Vanguard Us Value Factor shares owned by Caldwell Trust

Quarter-by-quarter ownership of Vanguard Us Value Factor (VFVA) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Vanguard Us Value Factor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Us Value Factor held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Us Value Factor by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $178k 1.4k 127.54

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Vanguard Us Value Factor

Vantagepoint Investment Advisers
Armbruster Capital Management
Anderson Hoagland & Co
Burrus Financial Services
Equitable Holdings
Adviser Investments
Menora Mivtachim Holdings
Sterling Manor Financial
LPL Financial
Umb Bank N A
Capital Advisors Wealth Management
Raymond James Financial
EP Wealth Advisors
Sequoia Financial Advisors
UBS Group

View all funds holding Vanguard Us Value Factor