CWMK
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Caliber Wealth Management (Kansas)’s Vanguard 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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) held its Vanguard 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. 483 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 1,676 shares of Vanguard Mid-Cap Growth ETF worth $514K as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard 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 Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Mid-Cap Growth ETF position peaked at $539K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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