Callan Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.8M	Buy	69,767 +2,015	+3%	+$720K	0.5%	32
2026 Q1	$21.7M	Buy	67,752 +6,097	+10%	+$2.05M	0.49%	33
2025 Q4	$20.7M	Buy	61,655 +4,755	+8%	+$1.58M	0.44%	38
2025 Q3	$18.7M	Sell	56,900 -1,015	-2%	-$321K	0.6%	25
2025 Q2	$17.6M	Sell	57,915 -4,470	-7%	-$1.26M	0.56%	28
2025 Q1	$17.1M	Buy	62,385 +2,597	+4%	+$754K	1.29%	13
2024 Q4	$17.3M	Buy	59,788 +6,897	+13%	+$2.01M	1.1%	16
2024 Q3	$15M	Buy	52,891 +6,131	+13%	+$1.67M	2.52%	9
2024 Q2	$12.5M	Buy	46,760 +27,478	+143%	+$7.11M	2.4%	11
2024 Q1	$5.01M	Buy	19,282 +540	+3%	+$134K	1.17%	18
2023 Q4	$4.45M	Sell	18,742 -1,410	-7%	-$312K	1.1%	22
2023 Q3	$4.28M	Buy	20,152 +1,613	+9%	+$357K	1.14%	19
2023 Q2	$4.08M	Buy	18,539 +517	+3%	+$108K	1.08%	23
2023 Q1	$3.68M	Buy	18,022 +1,476	+9%	+$295K	0.89%	25
2022 Q4	$3.16M	Buy	+16,546	New	+$3.19M	1.02%	23

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Callan Family Office increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, buying an estimated $720K and bringing the position to 69,767 shares worth $25.8M. The position accounts for 0.5% of the portfolio, ranked #32.

Callan Family Office first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Callan Family Office held 69,767 shares of Vanguard Morningstar Total Stock Market ETF worth $25.8M as of Q2 2026.
Callan Family Office bought 2,015 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $720K.
Vanguard Morningstar Total Stock Market ETF made up 0.5% of Callan Family Office's portfolio in Q2 2026, its #32 holding.
Callan Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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