Vanguard Capital Management
CWD icon

Vanguard Capital Management’s CaliberCos CWD Stock Holding History

Vanguard Capital Management’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9K Buy
36,497
+10,153
+39% +$9.67K ﹤0.01% 4004
2026
Q1 		$30.3K Buy
+26,344
New +$34K ﹤0.01% 3962

Other funds holding CWD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Vanguard Capital Management's CWD Position: Q2 2026 in Review

Vanguard Capital Management increased its CaliberCos (CWD) stake by 39% in Q2 2026, buying an estimated $9.67K and bringing the position to 36,497 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4004.

Vanguard Capital Management first reported a position in CWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.3K in Q1 2026. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Vanguard Capital Management held 36,497 shares of CaliberCos worth $23.9K as of Q2 2026.
  • Vanguard Capital Management bought 10,153 CaliberCos shares in Q2 2026, an estimated $9.67K.
  • CaliberCos made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #4004 holding.
  • Vanguard Capital Management first reported a position in CaliberCos in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's CaliberCos position peaked at $30.3K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.