CFO
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CVA Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

CVA Family Office’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25M Buy
36,375
+429
+1% +$286K 2.26% 9
2026
Q1 		$21.5M Sell
35,946
-7,814
-18% -$4.89M 2.26% 9
2025
Q4 		$27.4M Buy
43,760
+4,939
+13% +$3.07M 3.16% 7
2025
Q3 		$23.8M Buy
38,821
+52
+0.1% +$30.7K 3.06% 4
2025
Q2 		$22M Sell
38,769
-1,719
-4% -$903K 3.09% 4
2025
Q1 		$20.8M Buy
40,488
+1,323
+3% +$715K 3.19% 4
2024
Q4 		$21.1M Sell
39,165
-2,184
-5% -$1.18M 3.34% 4
2024
Q3 		$21.8M Sell
41,349
-7
-0% -$3.56K 3.54% 4
2024
Q2 		$20.7M Sell
41,356
-214
-0.5% -$103K 3.72% 4
2024
Q1 		$20M Sell
41,570
-1,877
-4% -$859K 3.57% 3
2023
Q4 		$19M Buy
43,447
+60
+0.1% +$24.6K 3.7% 3
2023
Q3 		$17M Buy
43,387
+641
+1% +$262K 3.89% 3
2023
Q2 		$17.4M Buy
42,746
+89
+0.2% +$34.3K 3.65% 3
2023
Q1 		$16M Buy
42,657
+718
+2% +$263K 3.58% 3
2022
Q4 		$14.7M Buy
41,939
+17,529
+72% +$6.19M 3.57% 3
2022
Q3 		$8.01M Sell
24,410
-1,398
-5% -$511K 2.18% 8
2022
Q2 		$8.95M Sell
25,808
-870
-3% -$328K 2.43% 7
2022
Q1 		$11.1M Sell
26,678
-639
-2% -$262K 2.65% 7
2021
Q4 		$11.9M Buy
27,317
+4,290
+19% +$1.81M 2.97% 6
2021
Q3 		$7.08M Sell
23,027
-1,214
-5% -$493K 5.12% 3
2021
Q2 		$9.54M Buy
24,241
+34
+0.1% +$13.1K 2.71% 6
2021
Q1 		$8.82M Buy
24,207
+1,114
+5% +$395K 3.35% 5
2020
Q4 		$7.94M Buy
23,093
+66
+0.3% +$21.5K 4.87% 3
2020
Q3 		$7.08M Sell
23,027
-1,095
-5% -$334K 5.12% 3
2020
Q2 		$6.84M Sell
24,122
-4,299
-15% -$1.16M 5.62% 3
2020
Q1 		$6.73M Buy
28,421
+3,022
+12% +$847K 6.83% 2
2019
Q4 		$7.51M Buy
+25,399
New +$7.18M 6.92% 4

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

CVA Family Office increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $286K and bringing the position to 36,375 shares worth $25M. The position accounts for 2.26% of the portfolio, ranked #9.

CVA Family Office first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.4M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CVA Family Office held 36,375 shares of Vanguard S&P 500 ETF worth $25M as of Q2 2026.
  • CVA Family Office bought 429 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $286K.
  • Vanguard S&P 500 ETF made up 2.26% of CVA Family Office's portfolio in Q2 2026, its #9 holding.
  • CVA Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Vanguard S&P 500 ETF position peaked at $27.4M in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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