Caliber Wealth Management, LLC / Ks Vanguard Growth ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Growth ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 10,025 shares of VUG stock, worth $4.85 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
10,025
Previous 11,010
8.95%
Holding current value
$4.85 Million
Previous $4.83 Billion
0.39%
% of portfolio
0.54%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,941Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio