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Caliber Wealth Management (Utah)’s Vanguard S&P 500 ETF VOO Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$347K Buy
721
+89
+14% +$40.7K 0.18% 52
2023
Q4 		$276K Buy
632
+17
+3% +$6.96K 0.16% 53
2023
Q3 		$242K Buy
+615
New +$251K 0.16% 53

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Caliber Wealth Management (Utah) increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2024, buying an estimated $40.7K and bringing the position to 721 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #52.

Caliber Wealth Management (Utah) first reported a position in VOO in Q3 2023 and has held it in 3 quarters since. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Caliber Wealth Management (Utah) held 721 shares of Vanguard S&P 500 ETF worth $347K as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 89 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $40.7K.
  • Vanguard S&P 500 ETF made up 0.18% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #52 holding.
  • Caliber Wealth Management (Utah) first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 3 quarters since.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

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