Vanguard Group
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Vanguard Group’s CaliberCos CWD Stock Holding History

Vanguard Group’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
2025
Q4 		$44.6K Buy
+35,944
New +$96.3K ﹤0.01% 4256
2025
Q2 		– Sell
-721
Closed -$7.99K – 4287
2025
Q1 		$7.99K Hold
721
– – ﹤0.01% 4261
2024
Q4 		$10.1K Hold
721
– – ﹤0.01% 4282
2024
Q3 		$9K Hold
721
– – ﹤0.01% 4327
2024
Q2 		$12.1K Buy
721
+215
+42% +$3.9K ﹤0.01% 4384
2024
Q1 		$10.1K Buy
+506
New +$12.2K ﹤0.01% 4425

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group's CWD Position: Q4 2025 in Review

Vanguard Group opened a new position in CaliberCos (CWD) in Q4 2025: 35,944 shares worth $44.6K. The stake represents ﹤0.01% of the portfolio and ranks #4256 among its holdings. This is a return to the name: Vanguard Group previously reported a position in CWD as recently as Q1 2025.

Vanguard Group first reported a position in CWD in Q1 2024 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold CWD as of Q4 2025.

  • Vanguard Group held 35,944 shares of CaliberCos worth $44.6K as of Q4 2025.
  • CaliberCos was a new Vanguard Group position in Q4 2025.
  • CaliberCos made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #4256 holding.
  • Vanguard Group first reported a position in CaliberCos in Q1 2024 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held CaliberCos as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.