Caliber Wealth Management (Kansas)’s Vanguard S&P 500 ETF VOO Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21M	Sell	35,189 -1,690	-5%	-$1.06M	2.3%	8
2025 Q4	$23.1M	Buy	36,879 +268	+0.7%	+$167K	2.49%	7
2025 Q3	$22.4M	Buy	36,611 +1,177	+3%	+$694K	2.5%	7
2025 Q2	$20.1M	Buy	35,434 +4,732	+15%	+$2.49M	2.16%	10
2025 Q1	$15.8M	Buy	+30,702	New	+$16.6M	2.15%	7

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VOO Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) reduced its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q1 2026, selling an estimated $1.06M and leaving 35,189 shares worth $21M. The position accounts for 2.3% of the portfolio, ranked #8.

Caliber Wealth Management (Kansas) first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Caliber Wealth Management (Kansas) held 35,189 shares of Vanguard S&P 500 ETF worth $21M as of Q1 2026.
Caliber Wealth Management (Kansas) sold 1,690 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.06M.
Vanguard S&P 500 ETF made up 2.3% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #8 holding.
Caliber Wealth Management (Kansas) first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Caliber Wealth Management (Kansas)'s Vanguard S&P 500 ETF position peaked at $23.1M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.