Caldwell Trust Co

Bank

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 2080218 Venice, FL

Position in VIG

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

Position Value

$2,799,651

-$340,565 QoQ

Shares Held

13,018

-8.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.32%

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	$2,799,651	13,018	-8.9%	Shares	Sole	2026-04-22
2025-12-31	$3,140,216	14,288	+14.3%	Shares	Sole	2026-01-30
2025-09-30	$2,696,943	12,498	0.0%	Shares	Sole	2025-10-23
2025-06-30	$2,557,965	12,498	+0.7%	Shares	Sole	2025-09-22
2025-03-31	$2,408,773	12,417	-1.0%	Shares	Sole	2025-09-23
2024-12-31	$2,456,295	12,543	-4.9%	Shares	Sole	2025-09-24
2024-09-30	$2,611,024	13,183	+2.9%	Shares	Sole	2025-09-24
2024-06-30	$2,339,013	12,813	-3.8%	Shares	Sole	2025-09-24
2024-03-31	$2,433,278	13,325	-2.6%	Shares	Sole	2025-09-24
2023-12-31	$2,331,924	13,685	-2.4%	Shares	Sole	2025-10-01
2023-09-30	$2,178,582	14,021	+12.7%	Shares	Sole	2025-10-01
2023-06-30	$2,020,791	12,441	-3.4%	Shares	Sole	2025-10-01
2023-03-31	$1,982,878	12,875	+5.3%	Shares	Sole	2025-10-01
2022-12-31	$1,856,821	12,228	-0.9%	Shares	Sole	2025-10-01
2022-09-30	$1,668,279	12,343	-1.0%	Shares	Sole	2025-10-01
2022-06-30	$1,788,066	12,463	-1.8%	Shares	Sole	2025-10-02
2022-03-31	$2,058,296	12,693	+0.8%	Shares	Sole	2025-10-02
2021-12-31	$2,161,989	12,588	-0.5%	Shares	Sole	2025-10-02
2021-09-30	$1,943,654	12,654	+0.0%	Shares	Sole	2025-10-02
2021-06-30	$1,957,938	12,649	+1.0%	Shares	Sole	2025-10-02
2021-03-31	$1,842,765	12,529	-12.6%	Shares	Sole	2025-10-02
2020-12-31	$2,023,530	14,334	-3.1%	Shares	Sole	2025-10-02
2020-09-30	$1,902,495	14,787	-4.4%	Shares	Sole	2025-10-02
2020-06-30	$1,812,071	15,464	+8.5%	Shares	Sole	2025-10-02
2020-03-31	$1,473,927	14,256	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.