Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s CaliberCos CWD Stock Holding History

Vanguard Fiduciary Trust’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 		$23.4K Hold
35,759
– – ﹤0.01% 3977
2026
Q1 		$41.1K Buy
+35,759
New +$46.1K ﹤0.01% 3862

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 Fiduciary Trust's CWD Position: Q2 2026 in Review

Vanguard Fiduciary Trust held its CaliberCos (CWD) position steady in Q2 2026 at 35,759 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3977.

Vanguard Fiduciary Trust first reported a position in CWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.1K in Q1 2026. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Vanguard Fiduciary Trust held 35,759 shares of CaliberCos worth $23.4K as of Q2 2026.
  • Vanguard Fiduciary Trust left its CaliberCos share count unchanged in Q2 2026.
  • CaliberCos made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3977 holding.
  • Vanguard Fiduciary Trust first reported a position in CaliberCos in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's CaliberCos position peaked at $41.1K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.