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Colony Family Offices’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Colony Family Offices’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Sell
299
-7
-2% -$2.33K 0.02% 58
2026
Q1 		$91.4K Buy
306
+32
+12% +$10K 0.02% 59
2025
Q4 		$86.3K Hold
274
– – 0.02% 59
2025
Q3 		$84.6K Hold
274
– – 0.02% 61
2025
Q2 		$78.4K Buy
274
+4
+1% +$1.05K 0.02% 59
2025
Q1 		$69.4K Hold
270
– – 0.02% 58
2024
Q4 		$72.8K Hold
270
– – 0.02% 59
2024
Q3 		$71.3K Buy
270
+63
+30% +$16K 0.02% 51
2024
Q2 		$51.9K Hold
207
– – 0.02% 57
2024
Q1 		$49.6K Sell
207
-89
-30% -$20.4K 0.02% 65
2023
Q4 		$64.6K Hold
296
– – 0.02% 63
2023
Q3 		$57.9K Hold
296
– – 0.02% 38
2023
Q2 		$60K Hold
296
– – 0.03% 36
2023
Q1 		$55.3K Hold
296
– – 0.02% 89
2022
Q4 		$51.6K Buy
296
+13
+5% +$2.28K 0.02% 72
2022
Q3 		$46K Buy
283
+90
+47% +$16.4K 0.02% 75
2022
Q2 		$33K Sell
193
-23
-11% -$4.32K 0.02% 66
2022
Q1 		$45K Sell
216
-31
-13% -$6.37K 0.02% 32
2021
Q4 		$55K Sell
247
-24
-9% -$5.15K 0.03% 26
2021
Q3 		$54K Sell
271
-36
-12% -$7.44K 0.03% 18
2021
Q2 		$62K Buy
307
+30
+11% +$5.86K 0.04% 21
2021
Q1 		$51K Sell
277
-119
-30% -$21.6K 0.04% 49
2020
Q4 		$70K Buy
+396
New +$65.8K 0.07% 26

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Colony Family Offices reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $2.33K and leaving 299 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #58.

Colony Family Offices first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Colony Family Offices held 299 shares of Vanguard Morningstar Large-Cap ETF worth $103K as of Q2 2026.
  • Colony Family Offices sold 7 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Colony Family Offices's portfolio in Q2 2026, its #58 holding.
  • Colony Family Offices first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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