VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

Caldwell Trust Co's Holding History (CIK: 0002080218)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 892 Value ($000) $165 Avg Close Range
Q3 2025
Shares 892 Value ($000) $169 Avg Close Range
Q2 2025
Shares 892 Value ($000) $157 Avg Close Range
Q1 2025
Shares 892 Value ($000) $152 Avg Close Range
Q4 2024
Shares 892 Value ($000) $146 Avg Close Range
Q3 2024
Shares 892 Value ($000) $155 Avg Close Range
Q2 2024
Shares 892 Value ($000) $132 Avg Close Range
Q1 2024
Shares 892 Value ($000) $127 Avg Close Range
Q4 2023
Shares 892 Value ($000) $122 Avg Close Range
Q3 2023
Shares 892 Value ($000) $114 Avg Close Range
Q2 2023
Shares 892 Value ($000) $127 Avg Close Range
Q1 2023
Shares 892 Value ($000) $132 Avg Close Range
Q4 2022
Shares 892 Value ($000) $137 Avg Close Range
Q3 2022
Shares 892 Value ($000) $127 Avg Close Range
Q2 2022
Shares 892 Value ($000) $136 Avg Close Range
Q1 2022
Shares 892 Value ($000) $144 Avg Close Range
Q4 2021
Shares 892 Value ($000) $140 Avg Close Range
Q3 2021
Shares 892 Value ($000) $124 Avg Close Range
Q2 2021
Shares 892 Value ($000) $124 Avg Close Range
Q1 2021
Shares 892 Value ($000) $125 Avg Close Range
Q4 2020
Shares 892 Value ($000) $122 Avg Close Range
Q3 2020
Shares 892 Value ($000) $115 Avg Close Range
Q2 2020
Shares 892 Value ($000) $110 Avg Close Range
Q1 2020
Shares 892 Value ($000) $109 Avg Close Range
Q4 2019
Shares 892 Value ($000) $127 Avg Close Range