Caliber Wealth Management, LLC / KS
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2067120
Overland Park, KS
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$306,970
-$164,562 QoQ
Shares Held
1,172
-35.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,970 | 1,172 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $471,532 | 1,828 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $581,792 | 2,288 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $728,950 | 3,076 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $958,847 | 4,324 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||