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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CVA Family Office's VGT Position: Q1 2026 in Review

CVA Family Office increased its Vanguard Information Technology ETF (VGT) stake by 5.8% in Q1 2026, buying an estimated $2.13M and bringing the position to 422,400 shares worth $36.8M. The position accounts for 3.88% of the portfolio, ranked #4.

CVA Family Office first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.6M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

CVA Family Office held 422,400 shares of Vanguard Information Technology ETF worth $36.8M as of Q1 2026.
CVA Family Office bought 23,088 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.13M.
Vanguard Information Technology ETF made up 3.88% of CVA Family Office's portfolio in Q1 2026, its #4 holding.
CVA Family Office first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
CVA Family Office's Vanguard Information Technology ETF position peaked at $37.6M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.