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

CVA Family Office’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66K	Hold	10	–	–	﹤0.01%	1373
2026 Q1	$3.02K	Hold	10	–	–	﹤0.01%	1410
2025 Q4	$3.02K	Hold	10	–	–	﹤0.01%	938
2025 Q3	$2.98K	Hold	10	–	–	﹤0.01%	954
2025 Q2	$2.77K	Hold	10	–	–	﹤0.01%	953
2025 Q1	$2.52K	Hold	10	–	–	﹤0.01%	977
2024 Q4	$2.8K	Hold	10	–	–	﹤0.01%	946
2024 Q3	$2.67K	Hold	10	–	–	﹤0.01%	940
2024 Q2	$2.5K	Sell	10 -47	-82%	-$11.7K	﹤0.01%	923
2024 Q1	$14.9K	Hold	57	–	–	﹤0.01%	692
2023 Q4	$13.8K	Buy	+57	New	+$12.4K	﹤0.01%	676
2023 Q3	–	Sell	-10	Closed	-$2.3K	–	910
2023 Q2	$2.3K	Hold	10	–	–	﹤0.01%	874
2023 Q1	$2.16K	Hold	10	–	–	﹤0.01%	854
2022 Q4	$2K	Hold	10	–	–	﹤0.01%	829
2022 Q3	$2K	Buy	+10	New	+$2.15K	﹤0.01%	819

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

CVA Family Office held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 10 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

CVA Family Office first reported a position in VBK in Q3 2022 and has held it in 15 quarters since. The position peaked at $14.9K in Q1 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

CVA Family Office held 10 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.66K as of Q2 2026.
CVA Family Office left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1373 holding.
CVA Family Office first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
CVA Family Office's Vanguard Morningstar Small-Cap Growth ETF position peaked at $14.9K in Q1 2024.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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