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Vanguard Emerging Markets ETF shares owned by Caldwell Trust

Quarter-by-quarter ownership of Vanguard Emerging Markets ETF (VWO) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Vanguard Emerging Markets ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Emerging Markets ETF held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Emerging Markets ETF by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 7.4k 54.18
2021-12-31 $2.7M 55k 49.46
2021-09-30 $2.9M 57k 50.01
2021-06-30 $2.8M 51k 54.31
2021-03-31 $2.3M 43k 52.05
2020-12-31 $1.7M 35k 50.11
2020-09-30 $1.5M 36k 43.24
2020-06-30 $1.9M 49k 39.61
2020-03-31 $2.8M 85k 33.55
2019-12-31 $4.2M 95k 44.47

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Vanguard Emerging Markets ETF

Vanguard Group
Northwestern Mutual Wealth Management Company
Betterment
Morgan Stanley
Wealthfront Advisers
Wells Fargo & Company
Northern Trust
Wit
Envestnet Asset Management
Empower Advisory Group
Financial Engines Advisors L.L.C
UBS Group
Creative Planning
Wealth Enhancement Advisory Services
LPL Financial

View all funds holding Vanguard Emerging Markets ETF