Caldwell Trust CO Vanguard Mid Cap ETF Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Caldwell Trust CO holds 30,976 shares of VO stock, worth $9.06 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

30,976

Previous 31,010 0.11%

Holding current value

$9.06 Million

Previous $8.68 Billion 4.86%

% of portfolio

0.85%

Previous 0.87%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$279.83 - $293.74 $9,514 - $9,987	-34 Reduced 0.11%	30,976 $9.1 Billion
Q2 2025 Sep 22, 2025	BUY	$228.54 - $279.83 $7.09 Million - $8.68 Million	31,010 New	31,010 $8.68 Billion
Q1 2025 Sep 23, 2025	SELL	$251.87 - $277.95 $72,790 - $80,327	-289 Reduced 0.93%	30,721 $7.95 Billion
Q4 2024 Sep 24, 2025	BUY	$261.5 - $284.63 $111,922 - $121,821	428 Added 1.45%	29,873 $7.89 Billion
Q3 2024 Sep 24, 2025	SELL	$237.84 - $263.83 $299,678 - $332,425	-1,260 Reduced 4.1%	29,445 $7.77 Billion
Q2 2024 Sep 24, 2025	BUY	$234.99 - $248.98 $195,746 - $207,400	833 Added 2.79%	30,705 $7.43 Billion
Q1 2024 Sep 24, 2025	SELL	$225.86 - $249.86 $257,028 - $284,340	-1,138 Reduced 3.67%	29,872 $7.46 Billion
Q4 2023 Oct 01, 2025	SELL	$195.66 - $233.95 $7,043 - $8,422	-36 Reduced 0.12%	29,657 $6.9 Billion
Q3 2023 Oct 01, 2025	BUY	$206.6 - $228.23 $66,525 - $73,490	322 Added 1.1%	29,693 $6.18 Billion
Q2 2023 Oct 01, 2025	SELL	$203.43 - $220.16 $210,143 - $227,425	-1,033 Reduced 3.4%	29,371 $6.47 Billion
Q1 2023 Oct 01, 2025	SELL	$200.2 - $225.98 $121,321 - $136,943	-606 Reduced 1.95%	30,404 $6.41 Billion
Q4 2022 Oct 01, 2025	SELL	$186.57 - $217.26 $240,861 - $280,482	-1,291 Reduced 4.06%	30,476 $6.21 Billion
Q3 2022 Oct 01, 2025	BUY	$187.98 - $227.42 $142,300 - $172,156	757 Added 2.44%	31,767 $5.97 Billion
Q2 2022 Oct 01, 2025	SELL	$190.36 - $240.41 $52,539 - $66,353	-276 Reduced 0.86%	31,799 $6.26 Billion
Q1 2022 Oct 01, 2025	BUY	$219.86 - $253.39 $234,150 - $269,860	1,065 Added 3.43%	32,075 $7.63 Billion
Q4 2021 Oct 02, 2025	BUY	$236.98 - $261.2 $183,659 - $202,430	775 Added 2.51%	31,692 $8.07 Billion
Q3 2021 Oct 02, 2025	BUY	$229.88 - $249.8 $524,816 - $570,293	2,283 Added 7.97%	30,917 $7.32 Billion
Q2 2021 Oct 02, 2025	SELL	$223.23 - $238.25 $301,360 - $321,637	-1,350 Reduced 4.5%	28,634 $6.8 Billion
Q1 2021 Oct 02, 2025	SELL	$203.74 - $225.89 $209,037 - $231,763	-1,026 Reduced 3.31%	29,984 $6.64 Billion
Q4 2020 Oct 02, 2025	SELL	$176.14 - $208.21 $546,210 - $645,659	-3,101 Reduced 10.0%	27,909 $5.77 Billion
Q3 2020 Oct 02, 2025	SELL	$164.39 - $185.0 $827,868 - $931,660	-5,036 Reduced 15.2%	28,100 $4.95 Billion
Q2 2020 Oct 02, 2025	BUY	$124.34 - $175.42 $62,667 - $88,411	504 Added 1.54%	33,136 $5.43 Billion
Q1 2020 Oct 02, 2025	BUY	$112.37 - $186.27 $182,264 - $302,129	1,622 Added 5.23%	32,632 $4.3 Billion
Q4 2019 Oct 06, 2025	BUY	$162.13 - $178.73 $464,664 - $512,240	2,866 Added 9.24%	33,876 $6.04 Billion

Others Institutions Holding VO

# of Institutions

2,449

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Caldwell Trust CO Vanguard Mid Cap ETF Transaction History