CFO
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CVA Family Office’s Vanguard Health Care ETF VHT Stock Holding History

CVA Family Office’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.67M Sell
18,946
-3,996
-17% -$1.11M 0.51% 41
2026
Q1 		$6.25M Sell
22,942
-2,431
-10% -$695K 0.66% 36
2025
Q4 		$7.3M Sell
25,373
-82
-0.3% -$22.9K 0.84% 31
2025
Q3 		$6.61M Sell
25,455
-1,725
-6% -$433K 0.85% 31
2025
Q2 		$6.75M Buy
27,180
+5
+0% +$1.24K 0.95% 24
2025
Q1 		$7.19M Buy
27,175
+40
+0.1% +$10.7K 1.1% 23
2024
Q4 		$6.88M Sell
27,135
-1,855
-6% -$500K 1.09% 22
2024
Q3 		$8.18M Sell
28,990
-452
-2% -$126K 1.33% 18
2024
Q2 		$7.83M Sell
29,442
-40
-0.1% -$10.5K 1.41% 15
2024
Q1 		$7.98M Buy
29,482
+321
+1% +$84.3K 1.42% 17
2023
Q4 		$7.31M Buy
29,161
+13
+0% +$3.08K 1.43% 17
2023
Q3 		$6.85M Buy
29,148
+618
+2% +$151K 1.56% 16
2023
Q2 		$6.98M Buy
28,530
+710
+3% +$173K 1.47% 17
2023
Q1 		$6.63M Buy
27,820
+1,333
+5% +$321K 1.48% 16
2022
Q4 		$6.57M Buy
26,487
+3,587
+16% +$870K 1.59% 13
2022
Q3 		$5.12M Buy
22,900
+5,766
+34% +$1.38M 1.39% 17
2022
Q2 		$4.04M Buy
17,134
+3,988
+30% +$961K 1.1% 25
2022
Q1 		$3.34M Buy
13,146
+44
+0.3% +$10.9K 0.8% 30
2021
Q4 		$3.49M Buy
13,102
+6,597
+101% +$1.68M 0.87% 27
2021
Q3 		$1.33M Sell
6,505
-6,285
-49% -$1.61M 0.96% 26
2021
Q2 		$3.16M Buy
12,790
+463
+4% +$111K 0.9% 26
2021
Q1 		$2.82M Buy
12,327
+5,614
+84% +$1.29M 1.07% 24
2020
Q4 		$1.5M Buy
6,713
+208
+3% +$44.5K 0.92% 27
2020
Q3 		$1.33M Buy
6,505
+557
+9% +$113K 0.96% 26
2020
Q2 		$1.15M Buy
5,948
+3,248
+120% +$609K 0.94% 28
2020
Q1 		$448K Buy
2,700
+730
+37% +$133K 0.45% 46
2019
Q4 		$378K Buy
+1,970
New +$353K 0.35% 51

Other funds holding VHT

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CVA Family Office reduced its Vanguard Health Care ETF (VHT) stake by 17% in Q2 2026, selling an estimated $1.11M and leaving 18,946 shares worth $5.67M. The position accounts for 0.51% of the portfolio, ranked #41.

CVA Family Office first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.18M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • CVA Family Office held 18,946 shares of Vanguard Health Care ETF worth $5.67M as of Q2 2026.
  • CVA Family Office sold 3,996 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Health Care ETF made up 0.51% of CVA Family Office's portfolio in Q2 2026, its #41 holding.
  • CVA Family Office first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Vanguard Health Care ETF position peaked at $8.18M in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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