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Caliber Wealth Management (Kansas)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8M Sell
77,814
-1,968
-2% -$704K 2.78% 6
2026
Q1 		$25.6M Sell
79,782
-8,543
-10% -$2.87M 2.8% 6
2025
Q4 		$29.6M Sell
88,325
-9,989
-10% -$3.32M 3.19% 4
2025
Q3 		$32.3M Sell
98,314
-22,005
-18% -$6.95M 3.6% 4
2025
Q2 		$36.6M Sell
120,319
-12,410
-9% -$3.49M 3.93% 4
2025
Q1 		$36.5M Buy
+132,729
New +$38.6M 4.98% 3

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $704K and leaving 77,814 shares worth $28.8M. The position accounts for 2.78% of the portfolio, ranked #6.

Caliber Wealth Management (Kansas) first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.6M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 77,814 shares of Vanguard Total Stock Market ETF worth $28.8M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,968 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $704K.
  • Vanguard Total Stock Market ETF made up 2.78% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #6 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Total Stock Market ETF position peaked at $36.6M in Q2 2025.
  • 1,731 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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