Caldwell Trust Co

Bank

Position in VEU — Vanguard FTSE All-World Ex-US ETF

CIK 2080218 Venice, FL

Position in VEU

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$363,934

+$1,504 QoQ

Shares Held

4,846

-1.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$363,934	4,846	-1.6%	Shares	Sole	2026-04-22
2025-12-31	$362,430	4,927	-9.9%	Shares	Sole	2026-01-30
2025-09-30	$390,108	5,466	-5.2%	Shares	Sole	2025-10-23
2025-06-30	$387,590	5,766	-9.0%	Shares	Sole	2025-09-22
2025-03-31	$384,159	6,333	+15.7%	Shares	Sole	2025-09-23
2024-12-31	$314,204	5,473	0.0%	Shares	Sole	2025-09-24
2024-09-30	$344,799	5,473	-8.8%	Shares	Sole	2025-09-24
2024-06-30	$351,722	5,998	-1.3%	Shares	Sole	2025-09-24
2024-03-31	$356,416	6,077	0.0%	Shares	Sole	2025-09-24
2023-12-31	$341,162	6,077	0.0%	Shares	Sole	2025-10-01
2023-09-30	$315,213	6,077	-4.0%	Shares	Sole	2025-10-01
2023-06-30	$344,252	6,327	+109.2%	Shares	Sole	2025-10-01
2023-03-31	$161,746	3,025	0.0%	Shares	Sole	2025-10-01
2022-12-31	$151,673	3,025	-73.6%	Shares	Sole	2025-10-01
2022-09-30	$509,208	11,479	+279.5%	Shares	Sole	2025-10-01
2022-06-30	$151,129	3,025	0.0%	Shares	Sole	2025-10-02
2022-03-31	$174,209	3,025	0.0%	Shares	Sole	2025-10-02
2021-12-31	$185,372	3,025	0.0%	Shares	Sole	2025-10-02
2021-09-30	$184,404	3,025	0.0%	Shares	Sole	2025-10-02
2021-06-30	$191,754	3,025	0.0%	Shares	Sole	2025-10-02
2021-03-31	$183,557	3,025	0.0%	Shares	Sole	2025-10-02
2020-12-31	$176,539	3,025	0.0%	Shares	Sole	2025-10-02
2020-09-30	$152,611	3,025	-33.1%	Shares	Sole	2025-10-02
2020-06-30	$215,197	4,520	-8.2%	Shares	Sole	2025-10-02
2020-03-31	$201,900	4,922	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.