Callan Family Office’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.6M	Sell	219,190 -3,443	-2%	-$1.1M	1.42%	11
2026 Q1	$64M	Sell	222,633 -6,182	-3%	-$1.86M	1.45%	10
2025 Q4	$68.7M	Buy	+228,815	New	+$68.2M	1.48%	11

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

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

Callan Family Office reduced its Vanguard Russell 3000 ETF (VTHR) stake by 1.5% in Q2 2026, selling an estimated $1.1M and leaving 219,190 shares worth $72.6M. The position accounts for 1.42% of the portfolio, ranked #11.

Callan Family Office first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Callan Family Office held 219,190 shares of Vanguard Russell 3000 ETF worth $72.6M as of Q2 2026.
Callan Family Office sold 3,443 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.1M.
Vanguard Russell 3000 ETF made up 1.42% of Callan Family Office's portfolio in Q2 2026, its #11 holding.
Callan Family Office first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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