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CVA Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

CVA Family Office’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.3K Sell
212
-424
-67% -$122K 0.01% 558
2026
Q1 		$167K Buy
636
+1
+0.2% +$271 0.02% 359
2025
Q4 		$164K Buy
635
+1
+0.2% +$256 0.02% 328
2025
Q3 		$161K Hold
634
– – 0.02% 329
2025
Q2 		$150K Hold
634
– – 0.02% 337
2025
Q1 		$141K Sell
634
-799
-56% -$191K 0.02% 336
2024
Q4 		$344K Hold
1,433
– – 0.05% 198
2024
Q3 		$340K Sell
1,433
-424
-23% -$96.3K 0.06% 188
2024
Q2 		$405K Sell
1,857
-230
-11% -$50.5K 0.07% 161
2024
Q1 		$477K Hold
2,087
– – 0.09% 151
2023
Q4 		$445K Sell
2,087
-732
-26% -$141K 0.09% 142
2023
Q3 		$533K Hold
2,819
– – 0.12% 121
2023
Q2 		$561K Hold
2,819
– – 0.12% 122
2023
Q1 		$534K Hold
2,819
– – 0.12% 119
2022
Q4 		$517K Sell
2,819
-45
-2% -$8.34K 0.13% 111
2022
Q3 		$489K Sell
2,864
-322
-10% -$60.8K 0.13% 107
2022
Q2 		$561K Sell
3,186
-120
-4% -$23.2K 0.15% 95
2022
Q1 		$703K Hold
3,306
– – 0.17% 86
2021
Q4 		$747K Buy
3,306
+188
+6% +$42.7K 0.19% 79
2021
Q3 		$480K Sell
3,118
-188
-6% -$41.8K 0.35% 50
2021
Q2 		$745K Buy
3,306
+138
+4% +$30.6K 0.21% 70
2021
Q1 		$678K Hold
3,168
– – 0.26% 57
2020
Q4 		$617K Buy
3,168
+50
+2% +$8.82K 0.38% 47
2020
Q3 		$480K Buy
3,118
+787
+34% +$121K 0.35% 50
2020
Q2 		$340K Buy
+2,331
New +$313K 0.28% 61

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CVA Family Office's VB Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 67% in Q2 2026, selling an estimated $122K and leaving 212 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #558.

CVA Family Office first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $747K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • CVA Family Office held 212 shares of Vanguard Morningstar Small-Cap ETF worth $64.3K as of Q2 2026.
  • CVA Family Office sold 424 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #558 holding.
  • CVA Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • CVA Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $747K in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.