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Callan Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Callan Capital’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.81M Buy
3,528
+17
+0.5% +$9.19K 0.13% 76
2024
Q4 		$1.89M Sell
3,511
-242
-6% -$131K 0.14% 74
2024
Q3 		$1.98M Buy
3,753
+19
+0.5% +$9.66K 0.14% 75
2024
Q2 		$1.87M Buy
3,734
+65
+2% +$31.3K 0.15% 73
2024
Q1 		$1.76M Sell
3,669
-103
-3% -$47.1K 0.16% 70
2023
Q4 		$1.65M Buy
3,772
+130
+4% +$53.2K 0.16% 72
2023
Q3 		$1.43M Buy
3,642
+75
+2% +$30.7K 0.15% 67
2023
Q2 		$1.45M Hold
3,567
– – 0.16% 65
2023
Q1 		$1.34M Buy
3,567
+103
+3% +$37.8K 0.16% 67
2022
Q4 		$1.22M Buy
3,464
+100
+3% +$35.3K 0.15% 70
2022
Q3 		$1.1M Hold
3,364
– – 0.18% 55
2022
Q2 		$1.17M Sell
3,364
-1
-0% -$377 0.18% 52
2022
Q1 		$1.4M Buy
3,365
+564
+20% +$231K 0.19% 53
2021
Q4 		$1.22M Buy
+2,801
New +$1.18M 0.18% 55
2020
Q1 		– Sell
-806
Closed -$238K – 85
2019
Q4 		$238K Buy
806
+8
+1% +$2.26K 0.07% 54
2019
Q3 		$218K Buy
798
+4
+0.5% +$1.09K 0.06% 52
2019
Q2 		$214K Hold
794
– – 0.07% 51
2019
Q1 		$206K Buy
+794
New +$198K 0.07% 52
2018
Q4 		– Sell
-760
Closed -$203K – 55
2018
Q3 		$203K Buy
+760
New +$199K 0.07% 49

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Callan Capital's VOO Position: Q1 2025 in Review

Callan Capital increased its Vanguard S&P 500 ETF (VOO) stake by 0.48% in Q1 2025, buying an estimated $9.19K and bringing the position to 3,528 shares worth $1.81M. The position accounts for 0.13% of the portfolio, ranked #76.

Callan Capital first reported a position in VOO in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.98M in Q3 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Callan Capital held 3,528 shares of Vanguard S&P 500 ETF worth $1.81M as of Q1 2025.
  • Callan Capital bought 17 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $9.19K.
  • Vanguard S&P 500 ETF made up 0.13% of Callan Capital's portfolio in Q1 2025, its #76 holding.
  • Callan Capital first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 19 quarters since.
  • Callan Capital's Vanguard S&P 500 ETF position peaked at $1.98M in Q3 2024.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.