Colony Family Offices, LLC

Family Office

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1633573 CHARLOTTE, NC

Position in VIG

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$6,628,364

-$260,200 QoQ

Shares Held

30,821

-1.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

21.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,628,364	30,821	-1.7%	Shares	Sole	2026-04-21
2025-12-31	$6,888,564	31,343	-2.3%	Shares	Sole	2026-01-22
2025-09-30	$6,923,622	32,085	-0.3%	Shares	Sole	2025-10-24
2025-06-30	$6,587,713	32,187	+2.2%	Shares	Sole	2025-07-23
2025-03-31	$6,110,491	31,499	-1.1%	Shares	Sole	2025-04-21
2024-12-31	$6,234,639	31,837	-0.4%	Shares	Sole	2025-02-11
2024-09-30	$6,327,818	31,949	+8.0%	Shares	Sole	2024-11-07
2024-06-30	$5,402,749	29,596	+4.4%	Shares	Sole	2024-08-02
2024-03-31	$5,174,984	28,339	+0.7%	Shares	Sole	2024-05-01
2023-12-31	$4,796,078	28,146	-1.4%	Shares	Sole	2024-02-08
2023-09-30	$4,436,720	28,554	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$4,693,252	28,894	-9.2%	Shares	Sole	2023-07-27
2023-03-31	$4,900,136	31,817	+0.9%	Shares	Sole	2023-05-09
2022-12-31	$4,786,008	31,518	-7.7%	Shares	Sole	2023-02-06
2022-09-30	$4,613,956	34,137	+0.5%	Shares	Sole	2022-10-21
2022-06-30	$4,874,823	33,978	-23.3%	Shares	Sole	2022-08-02
2022-03-31	$7,186,282	44,316	+42.8%	Shares	Sole	2022-04-28
2021-12-31	$5,331,807	31,044	-1.7%	Shares	Sole	2022-02-02
2021-09-30	$4,851,609	31,586	-3.2%	Shares	Sole	2021-10-21
2021-06-30	$5,048,630	32,616	-3.0%	Shares	Sole	2021-09-01
2021-03-31	$4,946,006	33,628	-18.7%	Shares	Sole	2021-05-11
2020-12-31	$5,836,673	41,345	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.