Vanguard S&p 500 Etf idx shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 7.1k | 612.38 |
| 2021-12-31 | $536k | 1.2k | 436.57 |
| 2021-09-30 | $484k | 1.2k | 394.40 |
| 2021-06-30 | $430k | 1.1k | 393.52 |
| 2021-03-31 | $251k | 689 | 364.30 |
| 2020-12-31 | $78k | 226 | 343.69 |
| 2020-09-30 | $70k | 226 | 307.65 |
| 2020-06-30 | $64k | 226 | 283.43 |
| 2020-03-31 | $54k | 226 | 236.82 |
| 2019-12-31 | $67k | 226 | 295.80 |