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Callan Family Office’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Callan Family Office’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$447K Sell
2,060
-60
-3% -$13.4K 0.01% 809
2025
Q4 		$449K Buy
+2,120
New +$444K 0.01% 815

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Callan Family Office's VBR Position: Q1 2026 in Review

Callan Family Office reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.8% in Q1 2026, selling an estimated $13.4K and leaving 2,060 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #809.

Callan Family Office first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. The position peaked at $449K in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Callan Family Office held 2,060 shares of Vanguard Small-Cap Value ETF worth $447K as of Q1 2026.
  • Callan Family Office sold 60 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $13.4K.
  • Vanguard Small-Cap Value ETF made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #809 holding.
  • Callan Family Office first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Vanguard Small-Cap Value ETF position peaked at $449K in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.