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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	6,682 -196	-3%	-$37.9K	0.03%	520
2026 Q1	$1.27M	Hold	6,878	–	–	0.03%	496
2025 Q4	$1.22M	Buy	6,878 +196	+3%	+$34.3K	0.03%	491
2025 Q3	$1.17M	Hold	6,682	–	–	0.04%	350
2025 Q2	$1.1M	Sell	6,682 -433	-6%	-$68.6K	0.03%	376
2025 Q1	$1.14M	Hold	7,115	–	–	0.09%	199
2024 Q4	$1.15M	Hold	7,115	–	–	0.07%	224
2024 Q3	$1.19M	Sell	7,115 -174	-2%	-$27.7K	0.2%	60
2024 Q2	$1.1M	Buy	+7,289	New	+$1.11M	0.21%	55

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Callan Family Office reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.8% in Q2 2026, selling an estimated $37.9K and leaving 6,682 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #520.

Callan Family Office first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Callan Family Office held 6,682 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.32M as of Q2 2026.
Callan Family Office sold 196 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $37.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #520 holding.
Callan Family Office first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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