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Vanguard Extended Market ETF shares owned by Caldwell Trust

Quarter-by-quarter ownership of Vanguard Extended Market ETF (VXF) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Vanguard Extended Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Market 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 Extended Market ETF by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $788k 3.8k 209.12
2025-09-30 $97k 461 209.34

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Vanguard Extended Market ETF

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Assetmark
Mercer Global Advisors
LPL Financial
Royal Bank of Canada
Colony
Us Bancorp
Sontag Advisory
HPM Partners
Wells Fargo & Company
Raymond James Financial
Plante Moran Financial Advisors

View all funds holding Vanguard Extended Market ETF