Callan Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	5,918 -1,100	-16%	-$253K	0.03%	503
2026 Q1	$1.51M	Sell	7,018 -79	-1%	-$17.6K	0.03%	436
2025 Q4	$1.56M	Buy	7,097 +381	+6%	+$83.2K	0.03%	416
2025 Q3	$1.45M	Sell	6,716 -300	-4%	-$63K	0.05%	317
2025 Q2	$1.44M	Buy	7,016 +300	+4%	+$58.1K	0.05%	324
2025 Q1	$1.3M	Hold	6,716	–	–	0.1%	178
2024 Q4	$1.32M	Sell	6,716 -300	-4%	-$59.9K	0.08%	204
2024 Q3	$1.39M	Buy	7,016 +300	+4%	+$57.1K	0.23%	50
2024 Q2	$1.23M	Hold	6,716	–	–	0.24%	52
2024 Q1	$1.23M	Hold	6,716	–	–	0.29%	41
2023 Q4	$1.14M	Hold	6,716	–	–	0.28%	42
2023 Q3	$1.04M	Buy	+6,716	New	+$1.09M	0.28%	43

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Callan Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2026, selling an estimated $253K and leaving 5,918 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #503.

Callan Family Office first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Callan Family Office held 5,918 shares of Vanguard Dividend Appreciation ETF worth $1.4M as of Q2 2026.
Callan Family Office sold 1,100 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $253K.
Vanguard Dividend Appreciation ETF made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #503 holding.
Callan Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
Callan Family Office's Vanguard Dividend Appreciation ETF position peaked at $1.56M in Q4 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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