Caliber Wealth Management, LLC / Ks Vanguard Mid Cap Growth Index Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 1,895 shares of VOT stock, worth $559,385. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,895
Previous 1,977
4.15%
Holding current value
$559,385
Previous $484 Million
11.43%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,128Shares Held
40.3MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$915 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$843 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$726 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$622 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$591 Million0.04% of portfolio