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Vanguard Information Technology ETF shares owned by Caldwell Trust

Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Vanguard Information Technology ETF

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All positions including Vanguard Information Technology ETF held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Information Technology ETF by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $560k 750 746.63
2021-12-31 $328k 715 458.17
2021-09-30 $287k 715 401.29
2021-06-30 $285k 715 398.77
2021-03-31 $290k 810 358.49
2020-12-31 $303k 855 353.79
2020-09-30 $266k 855 311.45
2020-06-30 $205k 735 278.71
2020-03-31 $156k 735 211.90
2019-12-31 $180k 735 244.85

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 Information Technology ETF

Jpmorgan Chase & Co
Leucadia National Corporation
Morgan Stanley
UBS Group
Wells Fargo & Company
LPL Financial
Green Harvest Asset Management
Raymond James Financial
Harel Insurance Investments & Financial Services
Colony
Royal Bank of Canada
Ameriprise Financial
Churchill Management Corp.
Northwestern Mutual Wealth Management Company
Vantagepoint Investment Advisers

View all funds holding Vanguard Information Technology ETF