CFO
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CVA Family Office’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CVA Family Office’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Hold
3,564
– – 0.03% 280
2026
Q1 		$256K Buy
3,564
+2,124
+148% +$158K 0.03% 277
2025
Q4 		$105K Buy
1,440
+4
+0.3% +$291 0.01% 411
2025
Q3 		$106K Buy
1,436
+80
+6% +$5.75K 0.01% 406
2025
Q2 		$94.8K Hold
1,356
– – 0.01% 409
2025
Q1 		$87.6K Buy
1,356
+4
+0.3% +$268 0.01% 419
2024
Q4 		$89.3K Buy
1,352
+808
+149% +$54.9K 0.01% 410
2024
Q3 		$35.8K Buy
544
+4
+0.7% +$251 0.01% 564
2024
Q2 		$32.6K Sell
540
-20
-4% -$1.22K 0.01% 569
2024
Q1 		$34.9K Buy
560
+4
+0.7% +$236 0.01% 548
2023
Q4 		$32.3K Buy
+556
New +$29.7K 0.01% 545
2023
Q3 		– Sell
-668
Closed -$36.8K – 925
2023
Q2 		$36.8K Sell
668
-248
-27% -$13K 0.01% 509
2023
Q1 		$48.3K Buy
916
+364
+66% +$19.4K 0.01% 451
2022
Q4 		$28.1K Sell
552
-2,000
-78% -$102K 0.01% 507
2022
Q3 		$120K Sell
2,552
-3,796
-60% -$198K 0.03% 216
2022
Q2 		$313K Hold
6,348
– – 0.09% 121
2022
Q1 		$378K Buy
6,348
+3,640
+134% +$214K 0.09% 118
2021
Q4 		$173K Buy
2,708
+1,912
+240% +$120K 0.04% 176
2021
Q3 		$35K Sell
796
-1,912
-71% -$116K 0.03% 216
2021
Q2 		$161K Buy
2,708
+2,352
+661% +$136K 0.05% 177
2021
Q1 		$20K Sell
356
-448
-56% -$24.3K 0.01% 421
2020
Q4 		$41K Buy
804
+8
+1% +$387 0.03% 214
2020
Q3 		$35K Hold
796
– – 0.03% 216
2020
Q2 		$33K Hold
796
– – 0.03% 187
2020
Q1 		$26K Buy
+796
New +$33K 0.03% 183

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

CVA Family Office held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,564 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #280.

CVA Family Office first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $378K in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CVA Family Office held 3,564 shares of Vanguard Morningstar Mid-Cap ETF worth $287K as of Q2 2026.
  • CVA Family Office left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #280 holding.
  • CVA Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Vanguard Morningstar Mid-Cap ETF position peaked at $378K in Q1 2022.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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