Callan Family Office, LLC
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1938970
RADNOR, PA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,865,696
+$826,387 QoQ
Shares Held
9,454
+21.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#222
of 556 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,865,696 | 9,454 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,039,309 | 7,786 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,005,045 | 7,773 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $276,522 | 1,247 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $299,629 | 1,247 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $340,870 | 1,437 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $260,993 | 1,197 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $264,935 | 1,159 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $247,249 | 1,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,132 | 1,159 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $230,513 | 1,159 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $393,509 | 2,144 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||