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Caliber Wealth Management (Kansas)’s Vanguard Mid-Cap ETF VO Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.37M Sell
103,856
-2,940
-3% -$228K 0.81% 21
2026
Q1 		$7.67M Sell
106,796
-18,104
-14% -$1.35M 0.84% 20
2025
Q4 		$9.06M Sell
124,900
-31,720
-20% -$2.31M 0.98% 21
2025
Q3 		$11.5M Sell
156,620
-29,884
-16% -$2.15M 1.28% 16
2025
Q2 		$13M Sell
186,504
-11,748
-6% -$771K 1.4% 15
2025
Q1 		$12.8M Buy
+198,252
New +$13.3M 1.75% 10

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) reduced its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, selling an estimated $228K and leaving 103,856 shares worth $8.37M. The position accounts for 0.81% of the portfolio, ranked #21.

Caliber Wealth Management (Kansas) first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $13M in Q2 2025. 1,124 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 103,856 shares of Vanguard Mid-Cap ETF worth $8.37M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 2,940 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $228K.
  • Vanguard Mid-Cap ETF made up 0.81% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #21 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Mid-Cap ETF position peaked at $13M in Q2 2025.
  • 1,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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