Colony Family Offices’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Colony Family Offices’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
2025 Q4	–	Sell	-123	Closed	-$40.5K	–	68
2025 Q3	$40.5K	Hold	123	–	–	0.01%	65
2025 Q2	$37.5K	Hold	123	–	–	0.01%	62
2025 Q1	$33.8K	Hold	123	–	–	0.01%	62
2024 Q4	$35.6K	Hold	123	–	–	0.01%	64
2024 Q3	$34.9K	Buy	+123	New	+$33.5K	0.01%	55

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

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

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

Align Financial Hermantown, Minnesota $202M AUM

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

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

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

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

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

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

Colony Family Offices's VTI Position: Q4 2025 in Review

Colony Family Offices sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 123 shares — an estimated $40.5K sold.

Colony Family Offices first reported a position in VTI in Q3 2024 and held it in 5 quarters. The position peaked at $40.5K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Colony Family Offices reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Colony Family Offices sold 123 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $40.5K.
Colony Family Offices first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and held it in 5 quarters.
Colony Family Offices's Vanguard Morningstar Total Stock Market ETF position peaked at $40.5K in Q3 2025.
3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Colony Family Offices's 13F filing for Q4 2025, filed 22 Jan 2026.