Calder Financial LLC New Holdings in Q4 2025

Calder Financial LLC

  • $102 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
331K
New
N/A
331K $16.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.3K
New
$600.51 - $631.95 $14.6M - $15.3M
24.3K $15.2B
VTI
Vanguard Total Stock Market Et

ETFs
36.9K
New
$321.8 - $337.95 $11.9M - $12.5M
36.9K $12.4B
VGSH
Vanguard

ETFs
176K
New
$58.64 - $58.96 $10.3M - $10.4M
176K $10.3B
VIG
Vanguard Dividend Appreciation

ETFs
23.4K
New
N/A
23.4K $5.13B
VTV
Vanguard Value ETF

ETFs
25.4K
New
$182.87 - $189.72 $4.65M - $4.82M
25.4K $4.85B
VUG
Vanguard Growth ETF

ETFs
9.38K
New
$470.44 - $504.26 $4.41M - $4.73M
9.38K $4.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.63K
New
$653.02 - $687.39 $3.02M - $3.18M
4.63K $3.16B
VIS
Vanguard Industrial ETF

ETFs
6.74K
New
$289.12 - $301.69 $1.95M - $2.03M
6.74K $2.01B
VDC
Vanguard Consumer Staples ETF

ETFs
9.16K
New
$206.7 - $217.75 $1.89M - $2M
9.16K $1.94B
VXF
Vanguard Extended Market ETF

ETFs
8.67K
New
$204.22 - $215.05 $1.77M - $1.86M
8.67K $1.81B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22.2K
New
$72.17 - $75.74 $1.6M - $1.68M
22.2K $1.67B
VV
Vanguard Large Cap ETF

ETFs
5.06K
New
$301.9 - $317.98 $1.53M - $1.61M
5.06K $1.59B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20K
New
$77.73 - $78.84 $1.56M - $1.58M
20K $1.56B
VB
Vanguard Small Cap ETF

ETFs
6.01K
New
$248.1 - $260.08 $1.49M - $1.56M
6.01K $1.55B
VO
Vanguard Mid Cap ETF

ETFs
5.22K
New
$286.27 - $296.23 $1.49M - $1.55M
5.22K $1.51B
VPU
Vanguard Utilities ETF

ETFs
7.93K
New
$190.8 - $202.04 $1.51M - $1.6M
7.93K $1.47B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
28.6K
New
$49.98 - $50.22 $1.43M - $1.43M
28.6K $1.41B
TIP
Ishares Tr Tips Bd ETF

ETFs
12.2K
New
$110.58 - $112.2 $1.35M - $1.37M
12.2K $1.34B
WTW
Willis Towers Watson PLC

Financial Services
2.99K
New
$313.1 - $349.93 $936K - $1.05M
2.99K $983M
VGT
Vanguard Information Technolog

ETFs
1.2K
New
$736.33 - $801.52 $885K - $963K
1.2K $906M
VZ
Verizon Communications Inc

Communication Services
20.8K
New
$38.4 - $43.83 $797K - $909K
20.8K $845M
GLD
Spdr Gold Trust

ETFs
2.04K
New
$354.79 - $403.15 $723K - $821K
2.04K $807M
NVDA
Nvidia Corp

Technology
4.3K
New
$179.83 - $207.04 $774K - $891K
4.3K $803M
AME
Ametek Inc

Industrials
3.35K
New
$179.28 - $202.11 $600K - $676K
3.35K $687M
AAPL
Apple Inc.

Technology
2.31K
New
$245.27 - $275.25 $566K - $635K
2.31K $627M
VFH
Vanguard Financial ETF

ETFs
4.55K
New
$125.75 - $131.12 $572K - $596K
4.55K $607M
QQQ
Invesco Qqq Trust, Series 1

ETFs
787
New
$589.5 - $635.77 $464K - $500K
787 $483M
MGC
Vanguard Mega Cap ETF

ETFs
1.82K
New
$239.57 - $253.74 $436K - $462K
1.82K $458M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.93K
New
$137.47 - $143.13 $402K - $419K
2.93K $420M
VDE
Vanguard Energy ETF

ETFs
3.2K
New
$120.37 - $129.34 $386K - $414K
3.2K $403M
VAW
Vanguard Materials ETF

ETFs
1.53K
New
$192.26 - $206.3 $294K - $315K
1.53K $317M
IVV
Ishares Core S&P 500 ETF

ETFs
428
New
$656.2 - $690.71 $281K - $296K
428 $293M
HON
Honeywell International Inc

Industrials
1.43K
New
$194.07 - $220.67 $277K - $315K
1.43K $279M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.26K
New
$83.45 - $84.82 $272K - $277K
3.26K $273M
VBR
Vanguard Small Cap Value ETF

ETFs
1.29K
New
$201.42 - $211.15 $259K - $271K
1.29K $272M
VHT
Vanguard Health Care ETF

ETFs
879
New
$264.7 - $283.93 $233K - $250K
879 $253M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
417
New
$454.87 - $482.76 $190K - $201K
417 $200M
Activity Summary
Buys All Purchases 39 New Holdings 39 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Calder Financial LLC Portfolio

Follow Calder Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Calder Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Calder Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email