Callan Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123M	Sell	178,743 -971	-0.5%	-$647K	2.4%	5
2026 Q1	$107M	Sell	179,714 -2,954	-2%	-$1.85M	2.44%	5
2025 Q4	$115M	Buy	182,668 +174,911	+2,255%	+$109M	2.46%	5
2025 Q3	$4.75M	Sell	7,757 -9	-0.1%	-$5.3K	0.15%	152
2025 Q2	$4.41M	Buy	7,766 +280	+4%	+$147K	0.14%	167
2025 Q1	$3.85M	Sell	7,486 -58	-0.8%	-$31.4K	0.29%	78
2024 Q4	$4.06M	Sell	7,544 -1,260	-14%	-$682K	0.26%	76
2024 Q3	$4.65M	Buy	8,804 +45	+0.5%	+$22.9K	0.78%	29
2024 Q2	$4.38M	Buy	8,759 +485	+6%	+$233K	0.84%	27
2024 Q1	$3.98M	Sell	8,274 -166	-2%	-$76K	0.93%	25
2023 Q4	$3.69M	Sell	8,440 -500	-6%	-$205K	0.91%	26
2023 Q3	$3.51M	Buy	8,940 +255	+3%	+$104K	0.93%	24
2023 Q2	$3.54M	Buy	8,685 +1,850	+27%	+$714K	0.93%	26
2023 Q1	$2.57M	Buy	6,835 +4,565	+201%	+$1.67M	0.62%	29
2022 Q4	$798K	Buy	+2,270	New	+$802K	0.26%	40

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Callan Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 0.54% in Q2 2026, selling an estimated $647K and leaving 178,743 shares worth $123M. The position accounts for 2.4% of the portfolio, ranked #5.

Callan Family Office first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Callan Family Office held 178,743 shares of Vanguard S&P 500 ETF worth $123M as of Q2 2026.
Callan Family Office sold 971 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $647K.
Vanguard S&P 500 ETF made up 2.4% of Callan Family Office's portfolio in Q2 2026, its #5 holding.
Callan Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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