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

Callan Family Office’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Sell
687
-794
-54% -$270K ﹤0.01% 1063
2026
Q1 		$448K Sell
1,481
-433
-23% -$136K 0.01% 808
2025
Q4 		$578K Buy
+1,914
New +$577K 0.01% 736

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Callan Family Office reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 54% in Q2 2026, selling an estimated $270K and leaving 687 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Callan Family Office first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. The position peaked at $578K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Callan Family Office held 687 shares of Vanguard Morningstar Small-Cap Growth ETF worth $251K as of Q2 2026.
  • Callan Family Office sold 794 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $270K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1063 holding.
  • Callan Family Office first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Vanguard Morningstar Small-Cap Growth ETF position peaked at $578K in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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