Caliber Wealth Management (Kansas)’s Vanguard 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) increased its Vanguard 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. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Caliber Wealth Management (Kansas) held 63,731 shares of Vanguard Growth ETF worth $5.49M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 3,119 Vanguard Growth ETF shares in Q2 2026, an estimated $262K.
Vanguard 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 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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