Callan Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Callan Family Office’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87M	Buy	9,454 +1,668	+21%	+$478K	0.06%	303
2026 Q1	$2.04M	Buy	7,786 +13	+0.2%	+$3.52K	0.05%	348
2025 Q4	$2.01M	Buy	+7,773	New	+$1.99M	0.04%	351
2025 Q2	–	Sell	-1,247	Closed	-$277K	–	940
2025 Q1	$277K	Hold	1,247	–	–	0.02%	441
2024 Q4	$300K	Sell	1,247 -190	-13%	-$46.8K	0.02%	483
2024 Q3	$341K	Buy	1,437 +240	+20%	+$54.5K	0.06%	131
2024 Q2	$261K	Buy	1,197 +38	+3%	+$8.35K	0.05%	131
2024 Q1	$265K	Hold	1,159	–	–	0.06%	82
2023 Q4	$247K	Hold	1,159	–	–	0.06%	88
2023 Q3	$219K	Hold	1,159	–	–	0.06%	80
2023 Q2	$231K	Buy	+1,159	New	+$219K	0.06%	98
2023 Q1	–	Sell	-2,144	Closed	-$394K	–	158
2022 Q4	$394K	Buy	+2,144	New	+$397K	0.13%	66

Other funds holding VB

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Callan Family Office's VB Position: Q2 2026 in Review

Callan Family Office increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, buying an estimated $478K and bringing the position to 9,454 shares worth $2.87M. The position accounts for 0.06% of the portfolio, ranked #303.

Callan Family Office first reported a position in VB in Q4 2022 and has held it in 12 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Callan Family Office held 9,454 shares of Vanguard Morningstar Small-Cap ETF worth $2.87M as of Q2 2026.
Callan Family Office bought 1,668 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $478K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #303 holding.
Callan Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 12 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.