Vanguard Value ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 8.7k | 186.49 |
| 2021-12-31 | $274k | 1.9k | 147.11 |
| 2021-09-30 | $252k | 1.9k | 135.37 |
| 2021-06-30 | $256k | 1.9k | 137.46 |
| 2021-03-31 | $170k | 1.3k | 131.46 |
| 2020-12-31 | $102k | 856 | 118.96 |
| 2020-09-30 | $90k | 856 | 104.51 |