Colony Family Offices’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Colony Family Offices’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Hold	4,812	–	–	0.09%	44
2026 Q1	$350K	Hold	4,812	–	–	0.09%	45
2025 Q4	$391K	Hold	4,812	–	–	0.1%	46
2025 Q3	$385K	Sell	4,812 -414	-8%	-$31.6K	0.1%	47
2025 Q2	$382K	Hold	5,226	–	–	0.1%	45
2025 Q1	$323K	Sell	5,226 -3,666	-41%	-$247K	0.1%	46
2024 Q4	$608K	Buy	+8,892	New	+$597K	0.19%	40

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Colony Family Offices held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,812 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #44.

Colony Family Offices first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2024. 2,874 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Colony Family Offices held 4,812 shares of Vanguard Morningstar Growth ETF worth $415K as of Q2 2026.
Colony Family Offices left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Colony Family Offices's portfolio in Q2 2026, its #44 holding.
Colony Family Offices first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Colony Family Offices's Vanguard Morningstar Growth ETF position peaked at $608K in Q4 2024.
2,874 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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