CFO
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

CVA Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 18% in Q1 2026, selling an estimated $4.89M and leaving 35,946 shares worth $21.5M. 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 26 quarters since. The position peaked at $27.4M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • CVA Family Office held 35,946 shares of Vanguard S&P 500 ETF worth $21.5M as of Q1 2026.
  • CVA Family Office sold 7,814 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.89M.
  • Vanguard S&P 500 ETF made up 2.26% of CVA Family Office's portfolio in Q1 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 26 quarters since.
  • CVA Family Office's Vanguard S&P 500 ETF position peaked at $27.4M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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