Caliber Wealth Management (Kansas)’s Vanguard Morningstar 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) reduced its Vanguard Morningstar 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. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Caliber Wealth Management (Kansas) held 77,814 shares of Vanguard Morningstar Total Stock Market ETF worth $28.8M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 1,968 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $704K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Vanguard Morningstar Total Stock Market ETF position peaked at $36.6M in Q2 2025.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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