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Vanguard Dividend Appreciation ETF shares owned by Caldwell Trust

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation 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 Dividend Appreciation ETF by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 13k 215.79
2021-12-31 $2.2M 13k 171.75
2021-09-30 $1.9M 13k 153.60
2021-06-30 $2.0M 13k 154.79
2021-03-31 $1.8M 13k 147.08
2020-12-31 $2.0M 14k 141.17
2020-09-30 $1.9M 15k 128.66
2020-06-30 $1.8M 16k 117.18
2020-03-31 $1.5M 14k 103.39
2019-12-31 $1.8M 14k 124.66

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 Dividend Appreciation ETF

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Raymond James Financial
Royal Bank of Canada
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Signature

View all funds holding Vanguard Dividend Appreciation ETF