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Callan Family Office’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Callan Family Office’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11M Sell
37,435
-11
-0% -$1.28K 0.09% 222
2025
Q4 		$4.56M Buy
+37,446
New +$4.57M 0.1% 205

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Callan Family Office reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.03% in Q1 2026, selling an estimated $1.28K and leaving 37,435 shares worth $4.11M. The position accounts for 0.09% of the portfolio, ranked #222.

Callan Family Office first reported a position in VONG in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.56M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Callan Family Office held 37,435 shares of Vanguard Russell 1000 Growth ETF worth $4.11M as of Q1 2026.
  • Callan Family Office sold 11 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.28K.
  • Vanguard Russell 1000 Growth ETF made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #222 holding.
  • Callan Family Office first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Vanguard Russell 1000 Growth ETF position peaked at $4.56M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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