Colony Family Offices, LLC
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1633573
CHARLOTTE, NC
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$7,308,091
-$289,310 QoQ
Shares Held
27,902
-5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
23.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,308,091 | 27,902 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,597,401 | 29,453 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,516,262 | 29,559 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,164,853 | 30,234 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,718,359 | 30,297 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,338,151 | 30,540 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,244,867 | 30,542 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,351,355 | 24,543 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,060,754 | 22,139 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,181,481 | 19,601 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,564,158 | 18,851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,764,192 | 18,926 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,444,684 | 18,172 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,699,432 | 20,156 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,544,673 | 20,740 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,249,229 | 18,450 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,480,201 | 6,965 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||