Caliber Wealth Management (Utah)’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$6.71M	Buy	107,492 +4,092	+4%	+$242K	3.57%	3
2023 Q4	$6.01M	Buy	103,400 +1,332	+1%	+$71.2K	3.53%	5
2023 Q3	$5.31M	Buy	102,068 +1,456	+1%	+$79.8K	3.57%	5
2023 Q2	$5.54M	Buy	100,612 +3,240	+3%	+$170K	3.71%	4
2023 Q1	$5.13M	Buy	97,372 +7,720	+9%	+$411K	3.84%	5
2022 Q4	$4.57M	Sell	89,652 -2,064	-2%	-$105K	3.49%	4
2022 Q3	$4.31M	Buy	91,716 +5,264	+6%	+$275K	3.4%	3
2022 Q2	$4.26M	Buy	86,452 +5,120	+6%	+$277K	3.31%	4
2022 Q1	$4.84M	Buy	81,332 +15,184	+23%	+$891K	3.09%	4
2021 Q4	$4.04M	Buy	66,148 +13,640	+26%	+$855K	2.79%	3
2021 Q3	$3.26M	Buy	52,508 +1,948	+4%	+$118K	2.3%	4
2021 Q2	$3M	Buy	50,560 +19,496	+63%	+$1.13M	2.12%	5
2021 Q1	$1.72M	Buy	31,064 +1,500	+5%	+$81.4K	1.25%	26
2020 Q4	$1.53M	Buy	+29,564	New	+$1.43M	1.5%	24

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Caliber Wealth Management (Utah) increased its Vanguard Mid-Cap ETF (VO) stake by 4% in Q1 2024, buying an estimated $242K and bringing the position to 107,492 shares worth $6.71M. The position accounts for 3.57% of the portfolio, ranked #3.

Caliber Wealth Management (Utah) first reported a position in VO in Q4 2020 and has held it in 14 quarters since. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Caliber Wealth Management (Utah) held 107,492 shares of Vanguard Mid-Cap ETF worth $6.71M as of Q1 2024.
Caliber Wealth Management (Utah) bought 4,092 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $242K.
Vanguard Mid-Cap ETF made up 3.57% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #3 holding.
Caliber Wealth Management (Utah) first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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