Vanguard Growth ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 6.4k | 479.61 |
| 2021-12-31 | $1.1M | 3.4k | 320.90 |
| 2021-09-30 | $1.0M | 3.6k | 290.17 |
| 2021-06-30 | $1.1M | 3.8k | 286.81 |
| 2021-03-31 | $961k | 3.7k | 257.04 |
| 2020-12-31 | $803k | 3.2k | 253.34 |
| 2020-09-30 | $733k | 3.2k | 227.61 |
| 2020-06-30 | $556k | 2.8k | 202.09 |
| 2020-03-31 | $431k | 2.8k | 156.69 |
| 2019-12-31 | $502k | 2.8k | 182.17 |