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CVA Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CVA Family Office’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Buy
52,337
+973
+2% +$217K 1.19% 21
2025
Q4 		$11.3M Buy
51,364
+4
+0% +$874 1.3% 21
2025
Q3 		$11.1M Buy
51,360
+142
+0.3% +$29.8K 1.43% 17
2025
Q2 		$10.5M Buy
51,218
+2,955
+6% +$573K 1.47% 15
2025
Q1 		$9.36M Buy
48,263
+4,011
+9% +$798K 1.44% 13
2024
Q4 		$8.67M Buy
44,252
+2,349
+6% +$469K 1.37% 14
2024
Q3 		$8.3M Buy
41,903
+9
+0% +$1.71K 1.35% 17
2024
Q2 		$7.65M Sell
41,894
-283
-0.7% -$50.9K 1.38% 17
2024
Q1 		$7.7M Buy
42,177
+10
+0% +$1.76K 1.38% 18
2023
Q4 		$7.19M Buy
42,167
+10,166
+32% +$1.64M 1.4% 18
2023
Q3 		$4.97M Sell
32,001
-162
-0.5% -$26.3K 1.13% 22
2023
Q2 		$5.22M Sell
32,163
-224
-0.7% -$35.1K 1.1% 22
2023
Q1 		$4.99M Sell
32,387
-69
-0.2% -$10.6K 1.11% 22
2022
Q4 		$4.93M Buy
32,456
+509
+2% +$75.9K 1.2% 20
2022
Q3 		$4.32M Buy
31,947
+8
+0% +$1.19K 1.17% 24
2022
Q2 		$4.58M Buy
31,939
+7
+0% +$1.06K 1.25% 22
2022
Q1 		$5.18M Buy
31,932
+6
+0% +$968 1.24% 21
2021
Q4 		$5.48M Sell
31,926
-789
-2% -$130K 1.36% 16
2021
Q3 		$4.21M Sell
32,715
-428
-1% -$68.2K 3.04% 8
2021
Q2 		$5.13M Buy
33,143
+3
+0% +$460 1.46% 16
2021
Q1 		$4.87M Buy
33,140
+343
+1% +$48.8K 1.85% 10
2020
Q4 		$4.63M Buy
32,797
+82
+0.3% +$11.1K 2.84% 9
2020
Q3 		$4.21M Sell
32,715
-855
-3% -$108K 3.04% 8
2020
Q2 		$3.93M Sell
33,570
-796
-2% -$90.6K 3.23% 7
2020
Q1 		$3.55M Sell
34,366
-6,141
-15% -$733K 3.61% 5
2019
Q4 		$5.05M Buy
+40,507
New +$4.9M 4.65% 5

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CVA Family Office increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q1 2026, buying an estimated $217K and bringing the position to 52,337 shares worth $11.3M. The position accounts for 1.19% of the portfolio, ranked #21.

CVA Family Office first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • CVA Family Office held 52,337 shares of Vanguard Dividend Appreciation ETF worth $11.3M as of Q1 2026.
  • CVA Family Office bought 973 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $217K.
  • Vanguard Dividend Appreciation ETF made up 1.19% of CVA Family Office's portfolio in Q1 2026, its #21 holding.
  • CVA Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Vanguard Dividend Appreciation ETF position peaked at $11.3M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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