CWMK
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Caliber Wealth Management (Kansas)’s Vanguard Small-Cap ETF VB Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Buy
1,176
+4
+0.3% +$1.15K 0.03% 220
2026
Q1 		$307K Sell
1,172
-656
-36% -$178K 0.03% 215
2025
Q4 		$471K Sell
1,828
-460
-20% -$118K 0.05% 179
2025
Q3 		$582K Sell
2,288
-788
-26% -$195K 0.06% 164
2025
Q2 		$729K Sell
3,076
-1,248
-29% -$278K 0.08% 150
2025
Q1 		$959K Buy
+4,324
New +$1.03M 0.13% 128

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Vanguard Small-Cap ETF (VB) stake by 0.34% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,176 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #220.

Caliber Wealth Management (Kansas) first reported a position in VB in Q1 2025 and has held it in 6 quarters since. The position peaked at $959K in Q1 2025. 1,170 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 1,176 shares of Vanguard Small-Cap ETF worth $356K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 4 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Small-Cap ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #220 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Small-Cap ETF position peaked at $959K in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.