A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 39,155 shares of VO stock, worth $11.2 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
39,155
Previous 46,626 16.02%
Holding current value
$11.2 Million
Previous $13 Billion 11.85%
% of portfolio
1.28%
Previous 1.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$279.83 - $293.74 $2.09 Million - $2.19 Million
-7,471 Reduced 16.02%
39,155 $11.5 Billion
Q2 2025

Jul 30, 2025

SELL
$228.54 - $279.83 $671,221 - $821,860
-2,937 Reduced 5.93%
46,626 $13 Billion
Q1 2025

May 06, 2025

BUY
$251.87 - $277.95 $12.5 Million - $13.8 Million
49,563 New
49,563 $12.8 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.