Callan Capital’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.93M | Buy |
29,812
+1,924
| +7% | +$129K | 0.14% | 72 |
|
|
2024
Q4 | $1.84M | Sell |
27,888
-5,028
| -15% | -$341K | 0.13% | 76 |
|
|
2024
Q3 | $2.17M | Buy |
32,916
+1,964
| +6% | +$123K | 0.15% | 72 |
|
|
2024
Q2 | $1.87M | Buy |
30,952
+2,144
| +7% | +$130K | 0.15% | 72 |
|
|
2024
Q1 | $1.8M | Sell |
28,808
-2,232
| -7% | -$132K | 0.16% | 69 |
|
|
2023
Q4 | $1.81M | Sell |
31,040
-404
| -1% | -$21.6K | 0.17% | 66 |
|
|
2023
Q3 | $1.64M | Buy |
31,444
+7,704
| +32% | +$423K | 0.18% | 63 |
|
|
2023
Q2 | $1.31M | Sell |
23,740
-1,352
| -5% | -$70.9K | 0.14% | 68 |
|
|
2023
Q1 | $1.32M | Sell |
25,092
-22,976
| -48% | -$1.22M | 0.15% | 68 |
|
|
2022
Q4 | $2.45M | Buy |
48,068
+34,920
| +266% | +$1.78M | 0.3% | 51 |
|
|
2022
Q3 | $618K | Sell |
13,148
-84
| -0.6% | -$4.39K | 0.1% | 77 |
|
|
2022
Q2 | $652K | Sell |
13,232
-29,512
| -69% | -$1.59M | 0.1% | 70 |
|
|
2022
Q1 | $2.54M | Buy |
42,744
+16
| +0% | +$939 | 0.35% | 44 |
|
|
2021
Q4 | $2.72M | Buy |
42,728
+29,548
| +224% | +$1.85M | 0.4% | 37 |
|
|
2021
Q3 | $780K | Buy |
13,180
+12
| +0.1% | +$725 | 0.13% | 55 |
|
|
2021
Q2 | $781K | Sell |
13,168
-9,768
| -43% | -$566K | 0.14% | 56 |
|
|
2021
Q1 | $1.27M | Sell |
22,936
-1,684
| -7% | -$91.4K | 0.23% | 44 |
|
|
2020
Q4 | $1.27M | Sell |
24,620
-1,496
| -6% | -$72.4K | 0.26% | 41 |
|
|
2020
Q3 | $1.15M | Sell |
26,116
-2,596
| -9% | -$113K | 0.26% | 40 |
|
|
2020
Q2 | $1.18M | Sell |
28,712
-109,704
| -79% | -$4.2M | 0.29% | 38 |
|
|
2020
Q1 | $4.56M | Sell |
138,416
-7,048
| -5% | -$292K | 1.4% | 17 |
|
|
2019
Q4 | $6.48M | Sell |
145,464
-9,976
| -6% | -$428K | 1.78% | 12 |
|
|
2019
Q3 | $6.51M | Sell |
155,440
-3,744
| -2% | -$156K | 1.87% | 12 |
|
|
2019
Q2 | $6.65M | Sell |
159,184
-5,660
| -3% | -$232K | 2.14% | 11 |
|
|
2019
Q1 | $6.63M | Sell |
164,844
-4,652
| -3% | -$179K | 2.16% | 11 |
|
|
2018
Q4 | $5.86M | Sell |
169,496
-4,356
| -3% | -$164K | 2.13% | 10 |
|
|
2018
Q3 | $7.14M | Buy |
173,852
+996
| +0.6% | +$40.6K | 2.36% | 10 |
|
|
2018
Q2 | $6.81M | Sell |
172,856
-512
| -0.3% | -$20.1K | 2.36% | 10 |
|
|
2018
Q1 | $6.68M | Buy |
173,368
+924
| +0.5% | +$36.4K | 2.16% | 10 |
|
|
2017
Q4 | $6.67M | Sell |
172,444
-1,576
| -0.9% | -$59.5K | 2.32% | 10 |
|
|
2017
Q3 | $6.39M | Sell |
174,020
-440
| -0.3% | -$15.9K | 2.39% | 9 |
|
|
2017
Q2 | $6.22M | Sell |
174,460
-1,040
| -0.6% | -$36.7K | 2.35% | 8 |
|
|
2017
Q1 | $6.11M | Sell |
175,500
-4,464
| -2% | -$153K | 2.44% | 9 |
|
|
2016
Q4 | $5.92M | Buy |
179,964
+1,612
| +0.9% | +$52.2K | 2.67% | 12 |
|
|
2016
Q3 | $5.77M | Sell |
178,352
-1,492
| -0.8% | -$47.9K | 2.38% | 12 |
|
|
2016
Q2 | $5.56M | Buy |
179,844
+44
| +0% | +$1.34K | 2.27% | 11 |
|
|
2016
Q1 | $5.45M | Buy |
179,800
+208
| +0.1% | +$5.88K | 2.28% | 10 |
|
|
2015
Q4 | $5.39M | Buy |
179,592
+20,096
| +13% | +$613K | 2.13% | 10 |
|
|
2015
Q3 | $4.65M | Sell |
159,496
-684
| -0.4% | -$21.3K | 2.52% | 10 |
|
|
2015
Q2 | $5.1M | Buy |
160,180
+3,532
| +2% | +$115K | 1.07% | 17 |
|
|
2015
Q1 | $5.2M | Buy |
156,648
+6,888
| +5% | +$217K | 1.11% | 19 |
|
|
2014
Q4 | $4.63M | Sell |
149,760
-1,508
| -1% | -$45.5K | 1.05% | 21 |
|
|
2014
Q3 | $4.44M | Sell |
151,268
-2,748
| -2% | -$81.6K | 1.23% | 16 |
|
|
2014
Q2 | $4.57M | Sell |
154,016
-35,444
| -19% | -$1.01M | 1.22% | 20 |
|
|
2014
Q1 | $5.38M | Buy |
189,460
+19,324
| +11% | +$536K | 1.8% | 13 |
|
|
2013
Q4 | $4.68M | Buy |
170,136
+19,812
| +13% | +$528K | 1.79% | 14 |
|
|
2013
Q3 | $3.85M | Buy |
150,324
+25,580
| +21% | +$642K | 1.84% | 15 |
|
|
2013
Q2 | $2.97M | Buy |
+124,744
| New | +$2.96M | 1.69% | 19 |
|
Other funds holding VO
Callan Capital's VO Position: Q1 2025 in Review
Callan Capital increased its Vanguard Mid-Cap ETF (VO) stake by 6.9% in Q1 2025, buying an estimated $129K and bringing the position to 29,812 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #72.
Callan Capital first reported a position in VO in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.14M in Q3 2018. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.
- Callan Capital held 29,812 shares of Vanguard Mid-Cap ETF worth $1.93M as of Q1 2025.
- Callan Capital bought 1,924 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $129K.
- Vanguard Mid-Cap ETF made up 0.14% of Callan Capital's portfolio in Q1 2025, its #72 holding.
- Callan Capital first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 48 quarters since.
- Callan Capital's Vanguard Mid-Cap ETF position peaked at $7.14M in Q3 2018.
- 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.
Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.