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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Hold	1,676	–	–	0.05%	186
2026 Q1	$431K	Sell	1,676 -53	-3%	-$14.5K	0.05%	183
2025 Q4	$483K	Sell	1,729 -52	-3%	-$14.9K	0.05%	176
2025 Q3	$523K	Sell	1,781 -114	-6%	-$32.9K	0.06%	168
2025 Q2	$539K	Sell	1,895 -82	-4%	-$21.1K	0.06%	177
2025 Q1	$484K	Buy	+1,977	New	+$514K	0.07%	164

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,676 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #186.

Caliber Wealth Management (Kansas) first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $539K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,676 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $514K as of Q2 2026.
Caliber Wealth Management (Kansas) left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #186 holding.
Caliber Wealth Management (Kansas) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $539K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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