Vanguard Mid-Cap Growth ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $451k | 1.5k | 306.30 |
| 2026-03-31 | $347k | 1.3k | 257.35 |
| 2025-12-31 | $358k | 1.3k | 279.14 |
| 2025-09-30 | $361k | 1.2k | 293.79 |
| 2021-12-31 | $156k | 614 | 254.62 |
| 2021-09-30 | $142k | 601 | 236.30 |
| 2021-06-30 | $96k | 406 | 236.35 |
| 2021-03-31 | $66k | 308 | 214.59 |
| 2020-12-31 | $13k | 63 | 212.06 |