Caliber Wealth Management (Utah)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$6.68M	Buy	29,228 +922	+3%	+$198K	3.55%	4
2023 Q4	$6.04M	Buy	28,306 +5	+0%	+$963	3.55%	4
2023 Q3	$5.35M	Buy	28,301 +361	+1%	+$71.9K	3.6%	4
2023 Q2	$5.56M	Buy	27,940 +575	+2%	+$109K	3.72%	3
2023 Q1	$5.19M	Buy	27,365 +8,383	+44%	+$1.63M	3.88%	4
2022 Q4	$3.48M	Sell	18,982 -776	-4%	-$144K	2.66%	5
2022 Q3	$3.38M	Buy	19,758 +1,117	+6%	+$211K	2.67%	7
2022 Q2	$3.28M	Buy	18,641 +1,494	+9%	+$289K	2.55%	8
2022 Q1	$3.64M	Buy	17,147 +3,617	+27%	+$761K	2.33%	9
2021 Q4	$2.97M	Buy	13,530 +4,646	+52%	+$1.06M	2.05%	12
2021 Q3	$2.02M	Buy	8,884 +517	+6%	+$115K	1.42%	28
2021 Q2	$1.89M	Buy	8,367 +4,186	+100%	+$928K	1.33%	25
2021 Q1	$895K	Buy	4,181 +210	+5%	+$44.2K	0.65%	53
2020 Q4	$773K	Buy	+3,971	New	+$701K	0.76%	52

Other funds holding VB

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Caliber Wealth Management (Utah)'s VB Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q1 2024, buying an estimated $198K and bringing the position to 29,228 shares worth $6.68M. The position accounts for 3.55% of the portfolio, ranked #4.

Caliber Wealth Management (Utah) first reported a position in VB in Q4 2020 and has held it in 14 quarters since. 1,896 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Caliber Wealth Management (Utah) held 29,228 shares of Vanguard Morningstar Small-Cap ETF worth $6.68M as of Q1 2024.
Caliber Wealth Management (Utah) bought 922 Vanguard Morningstar Small-Cap ETF shares in Q1 2024, an estimated $198K.
Vanguard Morningstar Small-Cap ETF made up 3.55% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #4 holding.
Caliber Wealth Management (Utah) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 14 quarters since.
1,896 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.