CVA Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.7M	Buy	424,608 +2,208	+0.5%	+$242K	4.6%	3
2026 Q1	$36.8M	Buy	422,400 +23,088	+6%	+$2.13M	3.88%	4
2025 Q4	$37.6M	Buy	399,312 +55,496	+16%	+$5.27M	4.33%	3
2025 Q3	$32.1M	Buy	343,816 +26,760	+8%	+$2.34M	4.13%	3
2025 Q2	$26.3M	Sell	317,056 -4,744	-1%	-$345K	3.69%	3
2025 Q1	$21.8M	Buy	321,800 +3,864	+1%	+$291K	3.34%	3
2024 Q4	$24.7M	Buy	317,936 +18,984	+6%	+$1.46M	3.91%	3
2024 Q3	$21.9M	Buy	298,952 +1,872	+0.6%	+$133K	3.56%	3
2024 Q2	$21.4M	Buy	297,080 +3,296	+1%	+$219K	3.85%	3
2024 Q1	$19.3M	Buy	293,784 +9,520	+3%	+$603K	3.44%	4
2023 Q4	$17.2M	Buy	284,264 +1,296	+0.5%	+$72.2K	3.35%	4
2023 Q3	$14.7M	Buy	282,968 +15,224	+6%	+$828K	3.35%	4
2023 Q2	$14.8M	Buy	267,744 +13,464	+5%	+$676K	3.1%	4
2023 Q1	$12.3M	Sell	254,280 -848	-0.3%	-$37.5K	2.74%	7
2022 Q4	$10.2M	Sell	255,128 -15,744	-6%	-$642K	2.47%	7
2022 Q3	$10.4M	Sell	270,872 -17,168	-6%	-$755K	2.83%	4
2022 Q2	$11.8M	Sell	288,040 -7,680	-3%	-$346K	3.2%	5
2022 Q1	$15.4M	Buy	295,720 +7,680	+3%	+$394K	3.68%	4
2021 Q4	$16.5M	Buy	288,040 +133,720	+87%	+$7.34M	4.1%	4
2021 Q3	$6.01M	Sell	154,320 -100,344	-39%	-$5.2M	4.34%	5
2021 Q2	$12.7M	Buy	254,664 +43,832	+21%	+$2.07M	3.61%	4
2021 Q1	$9.45M	Buy	210,832 +48,128	+30%	+$2.16M	3.59%	4
2020 Q4	$7.2M	Buy	162,704 +8,384	+5%	+$345K	4.42%	4
2020 Q3	$6.01M	Sell	154,320 -112	-0.1%	-$4.22K	4.34%	5
2020 Q2	$5.38M	Buy	154,432 +113,144	+274%	+$3.53M	4.42%	5
2020 Q1	$1.09M	Buy	41,288 +32,048	+347%	+$971K	1.11%	26
2019 Q4	$283K	Buy	+9,240	New	+$264K	0.26%	64

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

CVA Family Office increased its Vanguard Information Technology ETF (VGT) stake by 0.52% in Q2 2026, buying an estimated $242K and bringing the position to 424,608 shares worth $50.7M. The position accounts for 4.6% of the portfolio, ranked #3.

CVA Family Office first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

CVA Family Office held 424,608 shares of Vanguard Information Technology ETF worth $50.7M as of Q2 2026.
CVA Family Office bought 2,208 Vanguard Information Technology ETF shares in Q2 2026, an estimated $242K.
Vanguard Information Technology ETF made up 4.6% of CVA Family Office's portfolio in Q2 2026, its #3 holding.
CVA Family Office first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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