CVA Family Office, LLC

Family Office

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1802084 DENVER, CO

Position in VB

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$166,581

+$2,783 QoQ

Shares Held

636

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$166,581	636	+0.2%	Shares	Sole	2026-04-29
2025-12-31	$163,798	635	+0.2%	Shares	Sole	2026-01-12
2025-09-30	$161,213	634	0.0%	Shares	Sole	2025-10-30
2025-06-30	$150,245	634	0.0%	Shares	Sole	2025-07-31
2025-03-31	$140,589	634	-55.8%	Shares	Sole	2025-04-16
2024-12-31	$344,321	1,433	0.0%	Shares	Sole	2025-01-07
2024-09-30	$339,921	1,433	-22.8%	Shares	Sole	2024-10-10
2024-06-30	$404,900	1,857	-11.0%	Shares	Sole	2024-07-10
2024-03-31	$477,067	2,087	0.0%	Shares	Sole	2024-04-10
2023-12-31	$445,219	2,087	-26.0%	Shares	Sole	2024-01-16
2023-09-30	$532,988	2,819	0.0%	Shares	Sole	2023-10-11
2023-06-30	$560,670	2,819	0.0%	Shares	Sole	2023-07-10
2023-03-31	$534,369	2,819	0.0%	Shares	Sole	2023-04-27
2022-12-31	$517,399	2,819	-1.6%	Shares	Sole	2023-02-22
2022-09-30	$489,486	2,864	-10.1%	Shares	Sole	2022-11-22
2022-06-30	$561,086	3,186	-3.6%	Shares	Sole	2022-07-11
2022-03-31	$702,591	3,306	0.0%	Shares	Sole	2022-04-22
2021-12-31	$747,189	3,306	+6.0%	Shares	Sole	2022-01-25
2021-09-30	$681,813	3,118	-5.7%	Shares	Sole	2021-10-12
2021-06-30	$744,775	3,306	+4.4%	Shares	Sole	2021-07-13
2021-03-31	$678,205	3,168	0.0%	Shares	Sole	2021-04-14
2020-12-31	$616,746	3,168	+1.6%	Shares	Sole	2021-01-15
2020-09-30	$479,548	3,118	+33.8%	Shares	Sole	2020-10-27
2020-06-30	$339,673	2,331	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.