CT
VV icon

Caldwell Trust’s Vanguard Large-Cap ETF VV Stock Holding History

Caldwell Trust’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Sell
406
-35
-8% -$11K 0.01% 384
2025
Q4 		$139K Buy
441
+31
+8% +$9.68K 0.01% 365
2025
Q3 		$126K Hold
410
– – 0.01% 363
2025
Q2 		$117K Hold
410
– – 0.01% 364
2025
Q1 		$105K Hold
410
– – 0.01% 372
2024
Q4 		$111K Hold
410
– – 0.01% 371
2024
Q3 		$108K Hold
410
– – 0.01% 373
2024
Q2 		$102K Hold
410
– – 0.01% 379
2024
Q1 		$98.3K Hold
410
– – 0.01% 382
2023
Q4 		$89.4K Hold
410
– – 0.01% 380
2023
Q3 		$80.2K Hold
410
– – 0.01% 375
2023
Q2 		$83.1K Hold
410
– – 0.01% 378
2023
Q1 		$76.6K Hold
410
– – 0.01% 379
2022
Q4 		$71.4K Hold
410
– – 0.01% 378
2022
Q3 		$67.1K Hold
410
– – 0.01% 386
2022
Q2 		$70.7K Hold
410
– – 0.01% 394
2022
Q1 		$85.5K Hold
410
– – 0.01% 384
2021
Q4 		$90.6K Hold
410
– – 0.01% 378
2021
Q3 		$82.4K Hold
410
– – 0.01% 383
2021
Q2 		$82.3K Buy
410
+240
+141% +$46.8K 0.01% 383
2021
Q1 		$31.5K Buy
+170
New +$30.8K ﹤0.01% 493

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return