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

Caliber Wealth Management (Kansas)’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,352
Closed -$606K – 268
2025
Q3 		$606K Buy
+8,352
New +$578K 0.07% 161

Other funds holding VOOG

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VOOG Position: Q4 2025 in Review

Caliber Wealth Management (Kansas) sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 8,352 shares — an estimated $606K sold.

Caliber Wealth Management (Kansas) first reported a position in VOOG in Q3 2025 and held it in 1 quarter. The position peaked at $606K in Q3 2025. 702 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 8,352 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $606K.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Vanguard S&P 500 Growth ETF position peaked at $606K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q4 2025, filed 28 Jan 2026.