Vanguard High Dividend Yield ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard High Dividend Yield ETF
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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $822k | 5.8k | 140.95 |
| 2021-12-31 | $617k | 5.5k | 112.11 |
| 2021-09-30 | $581k | 5.6k | 103.35 |
| 2021-06-30 | $573k | 5.5k | 104.77 |
| 2021-03-31 | $564k | 5.6k | 101.09 |
| 2020-12-31 | $510k | 5.6k | 91.51 |
| 2020-09-30 | $507k | 6.3k | 80.93 |
| 2020-06-30 | $722k | 9.2k | 78.78 |
| 2020-03-31 | $759k | 11k | 70.75 |
| 2019-12-31 | $1.4M | 15k | 93.71 |
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