CFO
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Callan Family Office’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Callan Family Office increased its Vanguard Total Stock Market ETF (VTI) stake by 9.9% in Q1 2026, buying an estimated $2.05M and bringing the position to 67,752 shares worth $21.7M. The position accounts for 0.49% of the portfolio, ranked #33.

Callan Family Office first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Callan Family Office held 67,752 shares of Vanguard Total Stock Market ETF worth $21.7M as of Q1 2026.
  • Callan Family Office bought 6,097 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.05M.
  • Vanguard Total Stock Market ETF made up 0.49% of Callan Family Office's portfolio in Q1 2026, its #33 holding.
  • Callan Family Office first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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