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Caliber Wealth Management (Kansas)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$638K Sell
2,695
-471
-15% -$108K 0.06% 167
2026
Q1 		$681K Sell
3,166
-13
-0.4% -$2.9K 0.07% 154
2025
Q4 		$699K Sell
3,179
-47
-1% -$10.3K 0.08% 152
2025
Q3 		$696K Sell
3,226
-235
-7% -$49.3K 0.08% 151
2025
Q2 		$708K Buy
3,461
+542
+19% +$105K 0.08% 155
2025
Q1 		$566K Buy
+2,919
New +$580K 0.08% 157

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q2 2026, selling an estimated $108K and leaving 2,695 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #167.

Caliber Wealth Management (Kansas) first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $708K in Q2 2025. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,695 shares of Vanguard Dividend Appreciation ETF worth $638K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 471 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #167 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Dividend Appreciation ETF position peaked at $708K in Q2 2025.
  • 1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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