VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 42,454 Value ($000) $14,234 Avg Close Range
Q3 2025
Shares 14,306 Value ($000) $4,695 Avg Close Range
Q2 2025
Shares 14,105 Value ($000) $4,287 Avg Close Range
Q1 2025
Shares 13,763 Value ($000) $3,783 Avg Close Range
Q4 2024
Shares 13,342 Value ($000) $3,867 Avg Close Range
Q3 2024
Shares 12,460 Value ($000) $3,528 Avg Close Range
Q2 2024
Shares 12,252 Value ($000) $3,278 Avg Close Range
Q1 2024
Shares 12,470 Value ($000) $3,241 Avg Close Range
Q4 2023
Shares 11,685 Value ($000) $2,772 Avg Close Range
Q3 2023
Shares 11,622 Value ($000) $2,469 Avg Close Range
Q2 2023
Shares 9,095 Value ($000) $2,003 Avg Close Range
Q1 2023
Shares 8,955 Value ($000) $1,828 Avg Close Range
Q4 2022
Shares 8,952 Value ($000) $1,712 Avg Close Range
Q3 2022
Shares 8,974 Value ($000) $1,611 Avg Close Range
Q2 2022
Shares 9,072 Value ($000) $1,711 Avg Close Range
Q1 2022
Shares 9,111 Value ($000) $2,074 Avg Close Range
Q4 2021
Shares 4,293 Value ($000) $1,037 Avg Close Range
Q3 2021
Shares 4,343 Value ($000) $964 Avg Close Range
Q2 2021
Shares 4,339 Value ($000) $967 Avg Close Range
Q1 2021
Shares 4,218 Value ($000) $872 Avg Close Range
Q4 2020
Shares 4,228 Value ($000) $823 Avg Close Range
Q3 2020
Shares 4,279 Value ($000) $729 Avg Close Range
Q2 2020
Shares 4,258 Value ($000) $667 Avg Close Range
Q1 2020
Shares 4,258 Value ($000) $549 Avg Close Range
Q4 2019
Shares 4,749 Value ($000) $777 Avg Close Range