CFO
VOO icon

Colony Family Offices’s Vanguard S&P 500 ETF VOO Stock Holding History

Colony Family Offices’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 		$633K Buy
922
+89
+11% +$59.3K 0.14% 40
2026
Q1 		$498K Hold
833
– – 0.12% 41
2025
Q4 		$522K Hold
833
– – 0.13% 43
2025
Q3 		$512K Sell
833
-42
-5% -$24.8K 0.13% 44
2025
Q2 		$499K Buy
875
+42
+5% +$22.1K 0.13% 42
2025
Q1 		$428K Hold
833
– – 0.13% 43
2024
Q4 		$449K Hold
833
– – 0.14% 45
2024
Q3 		$441K Hold
833
– – 0.14% 44
2024
Q2 		$418K Buy
833
+161
+24% +$77.5K 0.13% 47
2024
Q1 		$323K Hold
672
– – 0.1% 54
2023
Q4 		$294K Hold
672
– – 0.1% 57
2023
Q3 		$265K Hold
672
– – 0.11% 32
2023
Q2 		$275K Buy
672
+69
+11% +$26.6K 0.12% 33
2023
Q1 		$227K Sell
603
-1,665
-73% -$611K 0.09% 75
2022
Q4 		$797K Sell
2,268
-3,285
-59% -$1.16M 0.33% 35
2022
Q3 		$1.83M Buy
5,553
+1,557
+39% +$569K 0.79% 20
2022
Q2 		$1.39M Buy
3,996
+2,095
+110% +$789K 0.63% 22
2022
Q1 		$789K Buy
+1,901
New +$778K 0.38% 20

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Colony Family Offices's VOO Position: Q2 2026 in Review

Colony Family Offices increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $59.3K and bringing the position to 922 shares worth $633K. The position accounts for 0.14% of the portfolio, ranked #40.

Colony Family Offices first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.83M in Q3 2022. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Colony Family Offices held 922 shares of Vanguard S&P 500 ETF worth $633K as of Q2 2026.
  • Colony Family Offices bought 89 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $59.3K.
  • Vanguard S&P 500 ETF made up 0.14% of Colony Family Offices's portfolio in Q2 2026, its #40 holding.
  • Colony Family Offices first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Colony Family Offices's Vanguard S&P 500 ETF position peaked at $1.83M in Q3 2022.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.