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CVA Family Office’s Vanguard Growth ETF VUG Stock Holding History

CVA Family Office’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.21M Buy
30,390
+12,396
+69% +$964K 0.23% 65
2025
Q4 		$1.46M Sell
17,994
-366
-2% -$29.7K 0.17% 81
2025
Q3 		$1.47M Sell
18,360
-42
-0.2% -$3.21K 0.19% 82
2025
Q2 		$1.34M Hold
18,402
– – 0.19% 84
2025
Q1 		$1.14M Buy
18,402
+588
+3% +$39.6K 0.17% 89
2024
Q4 		$1.22M Hold
17,814
– – 0.19% 81
2024
Q3 		$1.14M Sell
17,814
-552
-3% -$34.2K 0.19% 87
2024
Q2 		$1.14M Sell
18,366
-522
-3% -$30.4K 0.21% 75
2024
Q1 		$1.08M Sell
18,888
-24
-0.1% -$1.32K 0.19% 84
2023
Q4 		$980K Buy
18,912
+12,450
+193% +$601K 0.19% 85
2023
Q3 		$293K Buy
6,462
+528
+9% +$24.9K 0.07% 171
2023
Q2 		$280K Sell
5,934
-246
-4% -$10.7K 0.06% 179
2023
Q1 		$257K Buy
6,180
+342
+6% +$13.3K 0.06% 183
2022
Q4 		$207K Hold
5,838
– – 0.05% 204
2022
Q3 		$208K Buy
5,838
+240
+4% +$9.65K 0.06% 169
2022
Q2 		$208K Sell
5,598
-330
-6% -$13.6K 0.06% 168
2022
Q1 		$284K Sell
5,928
-5,166
-47% -$244K 0.07% 146
2021
Q4 		$593K Buy
11,094
+1,008
+10% +$52.5K 0.15% 94
2021
Q3 		$383K Sell
10,086
-408
-4% -$20.3K 0.28% 60
2021
Q2 		$502K Sell
10,494
-3,300
-24% -$150K 0.14% 95
2021
Q1 		$591K Hold
13,794
– – 0.22% 64
2020
Q4 		$582K Buy
13,794
+3,708
+37% +$148K 0.36% 49
2020
Q3 		$383K Buy
10,086
+3,300
+49% +$122K 0.28% 60
2020
Q2 		$229K Buy
6,786
+5,700
+525% +$175K 0.19% 80
2020
Q1 		$28K Buy
+1,086
New +$32.5K 0.03% 180

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CVA Family Office increased its Vanguard Growth ETF (VUG) stake by 69% in Q1 2026, buying an estimated $964K and bringing the position to 30,390 shares worth $2.21M. The position accounts for 0.23% of the portfolio, ranked #65.

CVA Family Office first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • CVA Family Office held 30,390 shares of Vanguard Growth ETF worth $2.21M as of Q1 2026.
  • CVA Family Office bought 12,396 Vanguard Growth ETF shares in Q1 2026, an estimated $964K.
  • Vanguard Growth ETF made up 0.23% of CVA Family Office's portfolio in Q1 2026, its #65 holding.
  • CVA Family Office first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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