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Colony Family Offices’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Colony Family Offices’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Hold
799
– – 0.05% 53
2026
Q1 		$206K Hold
799
– – 0.05% 54
2025
Q4 		$223K Hold
799
– – 0.06% 54
2025
Q3 		$235K Sell
799
-69
-8% -$19.9K 0.06% 54
2025
Q2 		$247K Hold
868
– – 0.06% 50
2025
Q1 		$212K Hold
868
– – 0.07% 53
2024
Q4 		$220K Buy
+868
New +$223K 0.07% 52

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Colony Family Offices held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 799 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #53.

Colony Family Offices first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q2 2025. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Colony Family Offices held 799 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $245K as of Q2 2026.
  • Colony Family Offices left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Colony Family Offices's portfolio in Q2 2026, its #53 holding.
  • Colony Family Offices first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Colony Family Offices's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $247K in Q2 2025.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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