Vanguard Total Stock Market ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 14k | 328.17 |
| 2021-12-31 | $1.0M | 4.3k | 241.44 |
| 2021-09-30 | $964k | 4.3k | 222.06 |
| 2021-06-30 | $967k | 4.3k | 222.82 |
| 2021-03-31 | $872k | 4.2k | 206.69 |
| 2020-12-31 | $823k | 4.2k | 194.64 |
| 2020-09-30 | $729k | 4.3k | 170.31 |
| 2020-06-30 | $667k | 4.3k | 156.53 |
| 2020-03-31 | $549k | 4.3k | 128.91 |
| 2019-12-31 | $777k | 4.7k | 163.62 |
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