Vanguard Mid-Cap ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 31k | 293.74 |
| 2021-12-31 | $8.1M | 32k | 254.77 |
| 2021-09-30 | $7.3M | 31k | 236.76 |
| 2021-06-30 | $6.8M | 29k | 237.35 |
| 2021-03-31 | $6.6M | 30k | 221.34 |
| 2020-12-31 | $5.8M | 28k | 206.77 |
| 2020-09-30 | $5.0M | 28k | 176.26 |
| 2020-06-30 | $5.4M | 33k | 163.91 |
| 2020-03-31 | $4.3M | 33k | 131.65 |
| 2019-12-31 | $6.0M | 34k | 178.18 |