Caldwell Trust CO Vanguard S&P Small Cap 600 Val Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Caldwell Trust CO holds 80 shares of VIOV stock, worth $7,583. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 80
-0.0%
Holding current value
$7,583
Previous $6.85 Million
11.28%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
212Shares Held
6.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33.3 Million0.0% of portfolio
-
Aspiriant, LLC333KShares$31.6 Million0.99% of portfolio
-
N.E.W. Advisory Services LLC306KShares$29 Million2.63% of portfolio
-
Ubs Group Ag304KShares$28.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL234KShares$22.2 Million0.01% of portfolio