Callan Capital’s Vanguard Morningstar 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Callan Capital's VTI Position: Q1 2025 in Review

Callan Capital increased its Vanguard Morningstar 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. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Callan Capital held 4,570 shares of Vanguard Morningstar Total Stock Market ETF worth $1.26M as of Q1 2025.
Callan Capital bought 2,941 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $854K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q3 2023 and has held it in 7 quarters since.
3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

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