CFO
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CVA Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CVA Family Office’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5M Buy
60,685
+20,031
+49% +$7.16M 2.03% 10
2026
Q1 		$13M Buy
40,654
+9,929
+32% +$3.33M 1.37% 18
2025
Q4 		$10.3M Buy
30,725
+1,100
+4% +$366K 1.18% 23
2025
Q3 		$9.72M Buy
29,625
+612
+2% +$193K 1.25% 20
2025
Q2 		$8.82M Buy
29,013
+772
+3% +$217K 1.24% 18
2025
Q1 		$7.76M Buy
28,241
+1,388
+5% +$403K 1.19% 17
2024
Q4 		$7.78M Buy
26,853
+532
+2% +$155K 1.23% 18
2024
Q3 		$7.45M Sell
26,321
-252
-0.9% -$68.7K 1.21% 20
2024
Q2 		$7.11M Sell
26,573
-1,036
-4% -$268K 1.28% 18
2024
Q1 		$7.18M Buy
27,609
+37
+0.1% +$9.15K 1.28% 19
2023
Q4 		$6.54M Sell
27,572
-111
-0.4% -$24.5K 1.28% 20
2023
Q3 		$5.88M Sell
27,683
-1,048
-4% -$232K 1.34% 19
2023
Q2 		$6.33M Buy
28,731
+567
+2% +$118K 1.33% 19
2023
Q1 		$5.75M Sell
28,164
-1,094
-4% -$219K 1.28% 18
2022
Q4 		$5.59M Sell
29,258
-1,834
-6% -$353K 1.36% 18
2022
Q3 		$5.58M Sell
31,092
-1,110
-3% -$221K 1.51% 13
2022
Q2 		$6.07M Sell
32,202
-2,994
-9% -$615K 1.65% 13
2022
Q1 		$8.01M Sell
35,196
-36
-0.1% -$8.1K 1.92% 11
2021
Q4 		$8.51M Buy
35,232
+14,429
+69% +$3.41M 2.12% 10
2021
Q3 		$3.54M Sell
20,803
-8,710
-30% -$1.99M 2.56% 10
2021
Q2 		$6.58M Buy
29,513
+1,754
+6% +$381K 1.87% 12
2021
Q1 		$5.74M Buy
27,759
+3,589
+15% +$726K 2.18% 9
2020
Q4 		$4.7M Buy
24,170
+3,367
+16% +$615K 2.89% 8
2020
Q3 		$3.54M Buy
20,803
+196
+1% +$33K 2.56% 10
2020
Q2 		$3.23M Buy
20,607
+2,958
+17% +$436K 2.65% 10
2020
Q1 		$2.27M Buy
17,649
+16,312
+1,220% +$2.52M 2.31% 10
2019
Q4 		$219K Buy
+1,337
New +$209K 0.2% 75

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

CVA Family Office increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 49% in Q2 2026, buying an estimated $7.16M and bringing the position to 60,685 shares worth $22.5M. The position accounts for 2.03% of the portfolio, ranked #10.

CVA Family Office first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CVA Family Office held 60,685 shares of Vanguard Morningstar Total Stock Market ETF worth $22.5M as of Q2 2026.
  • CVA Family Office bought 20,031 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.16M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.03% of CVA Family Office's portfolio in Q2 2026, its #10 holding.
  • CVA Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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