Colony Family Offices, LLC VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in Colony Family Offices, LLC  ·  23 quarters on record

AI Ownership Summary

Colony Family Offices, LLC reported VANGUARD SPECIALIZED FUNDS (VIG) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.97% in 2024 Q3. The latest visible filing shows VIG at 1.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Colony Family Offices, LLC's position in VANGUARD SPECIALIZED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VIG was reported at 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIG stock page Colony Family Offices, LLC fund profile Colony Family Offices, LLC full holdings
How Colony Family Offices, LLC held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 29,977 -844 -2.7% 1.56% $7.1M 2026-07-20 $235.95
2026 Q1 REDUCED — — — 30,821 -522 -1.7% 1.63% $6.6M 2026-04-21 $225.21
2025 Q4 REDUCED — — — 31,343 -742 -2.3% 1.72% $6.9M 2026-01-22 $222.25
2025 Q3 REDUCED — — — 32,085 -102 -0.3% 1.80% $7.0M 2025-10-24 $215.87
2025 Q2 ADDED — — — 32,187 +688 +2.2% 1.71% $6.6M 2025-07-23 $204.97
2025 Q1 REDUCED — — — 31,499 -338 -1.1% 1.91% $6.1M 2025-04-21 $176.52
2024 Q4 REDUCED — — — 31,837 -112 -0.4% 1.96% $6.2M 2025-02-11 $199.09
2024 Q3 ADDED — — — 31,949 +2,353 +8.0% 1.97% $6.4M 2024-11-07 $195.84
2024 Q2 ADDED — — — 29,596 +1,257 +4.4% 1.74% $5.4M 2024-08-02 $180.22
2024 Q1 ADDED — — — 28,339 +193 +0.7% 1.67% $5.2M 2024-05-01 $167.70
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIG

As of 2026 Q2 — sorted by position size

GEN Financial Management, INC. 16.39% Ariston Services Group 15.3% Granite FO LLC 15.18% FIDELIS iM, LLC 3Y 14.48% Prodigy Asset Management LLC 14.35% MTM FINANCIAL GROUP, LLC 13.74% Aurdan Capital Management, LLC 12.6% FLYWHEEL PRIVATE WEALTH LLC 11.99% Buska Wealth Management, LLC 11.26% INVESTMENT ADVISORY SERVICES INC /TX /ADV 3Y 11.2%

FAQ About Colony Family Offices, LLC and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Colony Family Offices, LLC reported owning VIG?

Colony Family Offices, LLC reported VIG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VIG position in Colony Family Offices, LLC's portfolio?

The largest reported portfolio weight for VIG was 1.97% in 2024 Q3.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2026 Q2, when Colony Family Offices, LLC reported 29,977 shares, equal to 1.56% of portfolio, with an estimated market value of $7.1M.

What does the chart on this VIG ownership page compare?

The chart compares Colony Family Offices, LLC's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Colony Family Offices, LLC time their VIG position?

Based on 13F filing dates vs. subsequent VIG price moves, Colony Family Offices, LLC correctly timed 13 out of 22 reported position changes (59%). The annualised alpha on VIG relative to SPY over the holding period was -2.1%.

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