VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 31,980 Value ($000) $9,281 Avg Close Range
Q3 2025
Shares 30,976 Value ($000) $9,099 Avg Close Range
Q2 2025
Shares 31,010 Value ($000) $8,678 Avg Close Range
Q1 2025
Shares 30,721 Value ($000) $7,945 Avg Close Range
Q4 2024
Shares 29,873 Value ($000) $7,890 Avg Close Range
Q3 2024
Shares 29,445 Value ($000) $7,768 Avg Close Range
Q2 2024
Shares 30,705 Value ($000) $7,434 Avg Close Range
Q1 2024
Shares 29,872 Value ($000) $7,464 Avg Close Range
Q4 2023
Shares 29,657 Value ($000) $6,899 Avg Close Range
Q3 2023
Shares 29,693 Value ($000) $6,183 Avg Close Range
Q2 2023
Shares 29,371 Value ($000) $6,466 Avg Close Range
Q1 2023
Shares 30,404 Value ($000) $6,413 Avg Close Range
Q4 2022
Shares 30,476 Value ($000) $6,211 Avg Close Range
Q3 2022
Shares 31,767 Value ($000) $5,972 Avg Close Range
Q2 2022
Shares 31,799 Value ($000) $6,263 Avg Close Range
Q1 2022
Shares 32,075 Value ($000) $7,629 Avg Close Range
Q4 2021
Shares 31,692 Value ($000) $8,074 Avg Close Range
Q3 2021
Shares 30,917 Value ($000) $7,320 Avg Close Range
Q2 2021
Shares 28,634 Value ($000) $6,796 Avg Close Range
Q1 2021
Shares 29,984 Value ($000) $6,637 Avg Close Range
Q4 2020
Shares 27,909 Value ($000) $5,771 Avg Close Range
Q3 2020
Shares 28,100 Value ($000) $4,953 Avg Close Range
Q2 2020
Shares 33,136 Value ($000) $5,431 Avg Close Range
Q1 2020
Shares 32,632 Value ($000) $4,296 Avg Close Range
Q4 2019
Shares 33,876 Value ($000) $6,036 Avg Close Range