Caliber Wealth Management (Kansas)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.49M	Buy	63,731 +3,119	+5%	+$262K	0.53%	34
2026 Q1	$4.41M	Sell	60,612 -1,110	-2%	-$86.4K	0.48%	39
2025 Q4	$5.02M	Buy	61,722 +1,572	+3%	+$128K	0.54%	34
2025 Q3	$4.81M	Sell	60,150 -5,910	-9%	-$452K	0.54%	37
2025 Q2	$4.83M	Buy	66,060 +1,992	+3%	+$131K	0.52%	37
2025 Q1	$3.96M	Buy	+64,068	New	+$4.32M	0.54%	37

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Caliber Wealth Management (Kansas) increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q2 2026, buying an estimated $262K and bringing the position to 63,731 shares worth $5.49M. The position accounts for 0.53% of the portfolio, ranked #34.

Caliber Wealth Management (Kansas) first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Caliber Wealth Management (Kansas) held 63,731 shares of Vanguard Morningstar Growth ETF worth $5.49M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 3,119 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $262K.
Vanguard Morningstar Growth ETF made up 0.53% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #34 holding.
Caliber Wealth Management (Kansas) first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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