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Callan Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

Callan Capital’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.26M Buy
4,570
+2,941
+181% +$854K 0.09% 101
2024
Q4 		$472K Hold
1,629
– – 0.03% 183
2024
Q3 		$461K Buy
1,629
+1
+0.1% +$273 0.03% 187
2024
Q2 		$436K Buy
1,628
+457
+39% +$118K 0.04% 181
2024
Q1 		$304K Hold
1,171
– – 0.03% 204
2023
Q4 		$278K Buy
1,171
+1
+0.1% +$221 0.03% 181
2023
Q3 		$249K Buy
+1,170
New +$259K 0.03% 173

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Callan Capital's VTI Position: Q1 2025 in Review

Callan Capital increased its Vanguard Total Stock Market ETF (VTI) stake by 181% in Q1 2025, buying an estimated $854K and bringing the position to 4,570 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #101.

Callan Capital first reported a position in VTI in Q3 2023 and has held it in 7 quarters since. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Callan Capital held 4,570 shares of Vanguard Total Stock Market ETF worth $1.26M as of Q1 2025.
  • Callan Capital bought 2,941 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $854K.
  • Vanguard Total Stock Market ETF made up 0.09% of Callan Capital's portfolio in Q1 2025, its #101 holding.
  • Callan Capital first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and has held it in 7 quarters since.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

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