Caliber Wealth Management, LLC / Ks Vanguard Index Fds S&P 500 ETF Transaction History

Caliber Wealth Management, LLC / Ks

$897 Billion
Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 36,611 shares of VOO stock, worth $22.6 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

36,611

Previous 35,434 3.32%

Holding current value

$22.6 Million

Previous $20.1 Billion 11.39%

% of portfolio

2.5%

Previous 2.16%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$567.77 - $614.76 $668,265 - $723,572	1,177 Added 3.32%	36,611 $22.4 Billion
Q2 2025 Jul 30, 2025	BUY	$456.74 - $568.03 $2.16 Million - $2.69 Million	4,732 Added 15.41%	35,434 $20.1 Billion
Q1 2025 May 06, 2025	BUY	$507.05 - $563.67 $15.6 Million - $17.3 Million	30,702 New	30,702 $15.8 Billion

Others Institutions Holding VOO

# of Institutions

3,882

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Caliber Wealth Management, LLC / Ks Vanguard Index Fds S&P 500 ETF Transaction History