Callan Family Office’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.1M	Buy	398,618 +47,738	+14%	+$3.7M	0.63%	27
2026 Q1	$25.2M	Sell	350,880 -3,876	-1%	-$288K	0.57%	27
2025 Q4	$25.7M	Buy	354,756 +335,548	+1,747%	+$24.4M	0.55%	28
2025 Q3	$1.41M	Sell	19,208 -492	-2%	-$35.3K	0.05%	321
2025 Q2	$1.38M	Sell	19,700 -660	-3%	-$43.3K	0.04%	338
2025 Q1	$1.32M	Buy	20,360 +2,240	+12%	+$150K	0.1%	176
2024 Q4	$1.2M	Buy	18,120 +88	+0.5%	+$5.97K	0.08%	218
2024 Q3	$1.19M	Buy	18,032 +5,916	+49%	+$371K	0.2%	61
2024 Q2	$733K	Buy	12,116 +7,180	+145%	+$436K	0.14%	68
2024 Q1	$308K	Hold	4,936	–	–	0.07%	76
2023 Q4	$287K	Sell	4,936 -400	-7%	-$21.4K	0.07%	79
2023 Q3	$278K	Buy	5,336 +1,192	+29%	+$65.4K	0.07%	74
2023 Q2	$228K	Buy	+4,144	New	+$217K	0.06%	99
2023 Q1	–	Sell	-9,968	Closed	-$508K	–	159
2022 Q4	$508K	Buy	+9,968	New	+$508K	0.16%	59

Other funds holding VO

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Callan Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, buying an estimated $3.7M and bringing the position to 398,618 shares worth $32.1M. The position accounts for 0.63% of the portfolio, ranked #27.

Callan Family Office first reported a position in VO in Q4 2022 and has held it in 14 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Callan Family Office held 398,618 shares of Vanguard Morningstar Mid-Cap ETF worth $32.1M as of Q2 2026.
Callan Family Office bought 47,738 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.7M.
Vanguard Morningstar Mid-Cap ETF made up 0.63% of Callan Family Office's portfolio in Q2 2026, its #27 holding.
Callan Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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