CVA Family Office’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.7K	Hold	560	–	–	0.01%	540
2026 Q1	$67.7K	Hold	560	–	–	0.01%	534
2025 Q4	$74.8K	Hold	560	–	–	0.01%	486
2025 Q3	$73.5K	Hold	560	–	–	0.01%	479
2025 Q2	$71.3K	Hold	560	–	–	0.01%	476
2025 Q1	$66.9K	Hold	560	–	–	0.01%	464
2024 Q4	$66.1K	Hold	560	–	–	0.01%	464
2024 Q3	$61.5K	Hold	560	–	–	0.01%	464
2024 Q2	$55.9K	Hold	560	–	–	0.01%	472
2024 Q1	$57.3K	Hold	560	–	–	0.01%	467
2023 Q4	$51.7K	Buy	+560	New	+$47.1K	0.01%	465
2023 Q3	–	Sell	-560	Closed	-$45.5K	–	916
2023 Q2	$45.5K	Hold	560	–	–	0.01%	467
2023 Q1	$43.6K	Hold	560	–	–	0.01%	466
2022 Q4	$46.3K	Hold	560	–	–	0.01%	431
2022 Q3	$42K	Sell	560 -100	-15%	-$8.13K	0.01%	405
2022 Q2	$51K	Hold	660	–	–	0.01%	369
2022 Q1	$62K	Buy	660 +100	+18%	+$9.58K	0.01%	354
2021 Q4	$54K	Hold	560	–	–	0.01%	347
2021 Q3	$33K	Hold	560	–	–	0.02%	220
2021 Q2	$51K	Hold	560	–	–	0.01%	364
2021 Q1	$47K	Hold	560	–	–	0.02%	284
2020 Q4	$41K	Hold	560	–	–	0.03%	213
2020 Q3	$33K	Hold	560	–	–	0.02%	220
2020 Q2	$32K	Buy	+560	New	+$31.1K	0.03%	188

Other funds holding VFH

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CVA Family Office held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 560 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #540.

CVA Family Office first reported a position in VFH in Q2 2020 and has held it in 24 quarters since. The position peaked at $74.8K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

CVA Family Office held 560 shares of Vanguard Financials ETF worth $73.7K as of Q2 2026.
CVA Family Office left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #540 holding.
CVA Family Office first reported a position in Vanguard Financials ETF in Q2 2020 and has held it in 24 quarters since.
CVA Family Office's Vanguard Financials ETF position peaked at $74.8K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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