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Callan Family Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Callan Family Office’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.63M Buy
97,277
+14,463
+17% +$1.33M 0.2% 102
2025
Q4 		$7.33M Buy
82,814
+51,186
+162% +$4.6M 0.16% 128
2025
Q3 		$2.89M Buy
31,628
+597
+2% +$54.2K 0.09% 221
2025
Q2 		$2.76M Buy
31,031
+451
+1% +$39.8K 0.09% 232
2025
Q1 		$2.77M Sell
30,580
-30
-0.1% -$2.72K 0.21% 107
2024
Q4 		$2.73M Buy
30,610
+635
+2% +$60K 0.17% 115
2024
Q3 		$2.92M Buy
29,975
+2,988
+11% +$275K 0.49% 38
2024
Q2 		$2.26M Buy
26,987
+6,150
+30% +$508K 0.43% 39
2024
Q1 		$1.8M Buy
20,837
+1,350
+7% +$115K 0.42% 34
2023
Q4 		$1.72M Sell
19,487
-2,731
-12% -$216K 0.43% 37
2023
Q3 		$1.68M Buy
22,218
+4,880
+28% +$402K 0.45% 34
2023
Q2 		$1.45M Buy
17,338
+615
+4% +$50.4K 0.38% 35
2023
Q1 		$1.39M Buy
16,723
+1,167
+8% +$100K 0.34% 43
2022
Q4 		$1.28M Buy
+15,556
New +$1.29M 0.41% 34

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Callan Family Office increased its Vanguard Real Estate ETF (VNQ) stake by 17% in Q1 2026, buying an estimated $1.33M and bringing the position to 97,277 shares worth $8.63M. The position accounts for 0.2% of the portfolio, ranked #102.

Callan Family Office first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Callan Family Office held 97,277 shares of Vanguard Real Estate ETF worth $8.63M as of Q1 2026.
  • Callan Family Office bought 14,463 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.33M.
  • Vanguard Real Estate ETF made up 0.2% of Callan Family Office's portfolio in Q1 2026, its #102 holding.
  • Callan Family Office first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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