A detailed history of Caldwell Trust CO transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Caldwell Trust CO holds 7,103 shares of VOO stock, worth $4.41 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,103
Previous 8,047 11.73%
Holding current value
$4.41 Million
Previous $4.57 Billion 4.84%
% of portfolio
0.41%
Previous 0.46%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$567.77 - $614.76 $535,974 - $580,333
-944 Reduced 11.73%
7,103 $4.35 Billion
Q2 2025

Sep 22, 2025

BUY
$456.74 - $568.03 $3.68 Million - $4.57 Million
8,047 New
8,047 $4.57 Billion
Q3 2024

Sep 24, 2025

BUY
$475.2 - $527.7 $274,190 - $304,482
577 Added 7.82%
7,960 $4.2 Billion
Q2 2024

Sep 24, 2025

BUY
$455.1 - $504.28 $2.28 Million - $2.52 Million
5,006 Added 210.6%
7,383 $3.69 Billion
Q1 2024

Sep 24, 2025

SELL
$429.43 - $481.35 $2.43 Million - $2.73 Million
-5,670 Reduced 70.46%
2,377 $1.14 Billion
Q4 2023

Oct 01, 2025

SELL
$377.32 - $438.19 $9,433 - $10,954
-25 Reduced 1.04%
2,377 $1.04 Billion
Q3 2023

Oct 01, 2025

BUY
$392.7 - $420.68 $24,740 - $26,502
63 Added 2.69%
2,402 $943 Million
Q1 2023

Oct 01, 2025

SELL
$348.66 - $382.94 $1.99 Million - $2.19 Million
-5,708 Reduced 70.93%
2,339 $880 Million
Q3 2022

Oct 01, 2025

SELL
$328.3 - $395.04 $1.87 Million - $2.25 Million
-5,708 Reduced 70.93%
2,339 $768 Million
Q2 2022

Oct 01, 2025

BUY
$337.07 - $419.85 $426,056 - $530,690
1,264 Added 97.16%
2,565 $890 Million
Q1 2022

Oct 01, 2025

SELL
$382.7 - $439.25 $2.58 Million - $2.96 Million
-6,746 Reduced 83.83%
1,301 $540 Million
Q3 2021

Oct 02, 2025

BUY
$390.68 - $416.73 $52,741 - $56,258
135 Added 12.36%
1,227 $484 Million
Q2 2021

Oct 02, 2025

BUY
$368.16 - $394.32 $148,368 - $158,910
403 Added 58.49%
1,092 $430 Million
Q1 2021

Oct 02, 2025

SELL
$339.03 - $365.24 $2.49 Million - $2.69 Million
-7,358 Reduced 91.44%
689 $251 Million
Q4 2020

Oct 02, 2025

SELL
$299.82 - $343.69 $2.34 Million - $2.69 Million
-7,821 Reduced 97.19%
226 $77.7 Million
Q1 2020

Oct 02, 2025

SELL
$204.27 - $310.92 $1.6 Million - $2.43 Million
-7,821 Reduced 97.19%
226 $53.5 Million
Q4 2019

Oct 06, 2025

SELL
$264.57 - $296.67 $2.07 Million - $2.32 Million
-7,821 Reduced 97.19%
226 $66.9 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.