CFO
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CVA Family Office’s Vanguard Morningstar 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
Q2 		$3.06M Buy
35,512
+5,122
+17% +$431K 0.28% 59
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

CVA Family Office increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, buying an estimated $431K and bringing the position to 35,512 shares worth $3.06M. The position accounts for 0.28% of the portfolio, ranked #59.

CVA Family Office first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CVA Family Office held 35,512 shares of Vanguard Morningstar Growth ETF worth $3.06M as of Q2 2026.
  • CVA Family Office bought 5,122 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $431K.
  • Vanguard Morningstar Growth ETF made up 0.28% of CVA Family Office's portfolio in Q2 2026, its #59 holding.
  • CVA Family Office first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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