CVA Family Office’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

CVA Family Office’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184K	Hold	535	–	–	0.02%	348
2026 Q1	$160K	Hold	535	–	–	0.02%	362
2025 Q4	$168K	Hold	535	–	–	0.02%	324
2025 Q3	$165K	Hold	535	–	–	0.02%	325
2025 Q2	$153K	Hold	535	–	–	0.02%	335
2025 Q1	$138K	Buy	+535	New	+$145K	0.02%	339
2023 Q3	–	Sell	-80	Closed	-$16.2K	–	940
2023 Q2	$16.2K	Buy	+80	New	+$15.3K	﹤0.01%	650

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CVA Family Office held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 535 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #348.

CVA Family Office first reported a position in VV in Q2 2023 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

CVA Family Office held 535 shares of Vanguard Morningstar Large-Cap ETF worth $184K as of Q2 2026.
CVA Family Office left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #348 holding.
CVA Family Office first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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