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Callan Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Callan Capital’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$31.8M Buy
702,638
+37,531
+6% +$1.69M 2.35% 8
2024
Q4 		$29.3M Sell
665,107
-6,535
-1% -$304K 2.14% 12
2024
Q3 		$32.1M Buy
671,642
+9,649
+1% +$430K 2.24% 10
2024
Q2 		$29M Buy
661,993
+40,046
+6% +$1.73M 2.38% 11
2024
Q1 		$26M Buy
621,947
+72,771
+13% +$2.97M 2.28% 11
2023
Q4 		$22.6M Buy
549,176
+247
+0% +$9.8K 2.13% 13
2023
Q3 		$21.5M Buy
548,929
+80,840
+17% +$3.3M 2.3% 12
2023
Q2 		$19M Buy
468,089
+32,953
+8% +$1.33M 2.11% 15
2023
Q1 		$17.6M Buy
435,136
+17,439
+4% +$711K 2.04% 15
2022
Q4 		$16.3M Buy
417,697
+67,403
+19% +$2.57M 2.01% 15
2022
Q3 		$12.8M Sell
350,294
-65,933
-16% -$2.68M 2.08% 14
2022
Q2 		$17.3M Buy
416,227
+62,475
+18% +$2.7M 2.67% 11
2022
Q1 		$16.3M Sell
353,752
-5,297
-1% -$255K 2.24% 11
2021
Q4 		$17.8M Buy
359,049
+8,949
+3% +$451K 2.58% 10
2021
Q3 		$17.5M Buy
350,100
+21,765
+7% +$1.12M 2.91% 10
2021
Q2 		$17.8M Sell
328,335
-580
-0.2% -$30.9K 3.1% 10
2021
Q1 		$17.1M Buy
328,915
+18,010
+6% +$959K 3.11% 10
2020
Q4 		$15.6M Sell
310,905
-15,658
-5% -$736K 3.17% 9
2020
Q3 		$14.1M Buy
326,563
+2,343
+0.7% +$102K 3.17% 9
2020
Q2 		$12.8M Buy
324,220
+42,149
+15% +$1.56M 3.22% 10
2020
Q1 		$9.46M Buy
+282,071
New +$11.5M 2.91% 10
2016
Q4 		– Sell
-6,832
Closed -$257K – 45
2016
Q3 		$257K Hold
6,832
– – 0.11% 40
2016
Q2 		$241K Sell
6,832
-5,065
-43% -$173K 0.1% 56
2016
Q1 		$411K Sell
11,897
-93
-0.8% -$2.92K 0.17% 42
2015
Q4 		$392K Sell
11,990
-5,065
-30% -$174K 0.16% 43
2015
Q3 		$564K Sell
17,055
-254,250
-94% -$9.23M 0.31% 33
2015
Q2 		$11.1M Sell
271,305
-36,701
-12% -$1.58M 2.33% 7
2015
Q1 		$12.6M Buy
308,006
+10,234
+3% +$416K 2.68% 7
2014
Q4 		$11.9M Buy
297,772
+12,106
+4% +$498K 2.7% 8
2014
Q3 		$11.9M Buy
285,666
+1,361
+0.5% +$60.4K 3.3% 7
2014
Q2 		$12.3M Sell
284,305
-735
-0.3% -$31K 3.28% 8
2014
Q1 		$11.6M Buy
285,040
+33,283
+13% +$1.29M 3.86% 6
2013
Q4 		$10.4M Sell
251,757
-14,147
-5% -$583K 3.96% 6
2013
Q3 		$10.7M Buy
265,904
+21,719
+9% +$859K 5.09% 5
2013
Q2 		$9.47M Buy
+244,185
New +$10.2M 5.41% 5

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Callan Capital's VWO Position: Q1 2025 in Review

Callan Capital increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.6% in Q1 2025, buying an estimated $1.69M and bringing the position to 702,638 shares worth $31.8M. The position accounts for 2.35% of the portfolio, ranked #8.

Callan Capital first reported a position in VWO in Q2 2013 and has held it in 35 quarters since. The position peaked at $32.1M in Q3 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Callan Capital held 702,638 shares of Vanguard FTSE Emerging Markets ETF worth $31.8M as of Q1 2025.
  • Callan Capital bought 37,531 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $1.69M.
  • Vanguard FTSE Emerging Markets ETF made up 2.35% of Callan Capital's portfolio in Q1 2025, its #8 holding.
  • Callan Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 35 quarters since.
  • Callan Capital's Vanguard FTSE Emerging Markets ETF position peaked at $32.1M in Q3 2024.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

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