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Stokes Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Stokes Family Office’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Buy
1,145
+73
+7% +$19.8K 0.03% 233
2025
Q4 		$277K Buy
1,072
+15
+1% +$3.84K 0.03% 257
2025
Q3 		$269K Hold
1,057
– – 0.03% 227
2025
Q2 		$250K Buy
1,057
+120
+13% +$26.8K 0.03% 210
2025
Q1 		$208K Hold
937
– – 0.02% 224
2024
Q4 		$225K Hold
937
– – 0.02% 222
2024
Q3 		$222K Buy
+937
New +$213K 0.02% 212
2024
Q1 		– Sell
-997
Closed -$213K – 232
2023
Q4 		$213K Sell
997
-740
-43% -$143K 0.03% 204
2023
Q3 		$328K Sell
1,737
-209
-11% -$41.6K 0.04% 230
2023
Q2 		$387K Sell
1,946
-491
-20% -$92.8K 0.04% 211
2023
Q1 		$462K Buy
2,437
+542
+29% +$105K 0.06% 178
2022
Q4 		$348K Sell
1,895
-64
-3% -$11.9K 0.04% 202
2022
Q3 		$335K Sell
1,959
-62
-3% -$11.7K 0.05% 192
2022
Q2 		$356K Sell
2,021
-329
-14% -$63.5K 0.05% 190
2022
Q1 		$499K Sell
2,350
-657
-22% -$138K 0.07% 165
2021
Q4 		$680K Buy
3,007
+635
+27% +$144K 0.08% 132
2021
Q3 		$519K Buy
2,372
+277
+13% +$61.6K 0.07% 144
2021
Q2 		$472K Buy
2,095
+225
+12% +$49.9K 0.07% 142
2021
Q1 		$400K Buy
1,870
+30
+2% +$6.32K 0.06% 147
2020
Q4 		$358K Buy
1,840
+85
+5% +$15K 0.07% 130
2020
Q3 		$270K Buy
+1,755
New +$270K 0.06% 130

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stokes Family Office's VB Position: Q1 2026 in Review

Stokes Family Office increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.8% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,145 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #233.

Stokes Family Office first reported a position in VB in Q3 2020 and has held it in 21 quarters since. The position peaked at $680K in Q4 2021. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Stokes Family Office held 1,145 shares of Vanguard Morningstar Small-Cap ETF worth $300K as of Q1 2026.
  • Stokes Family Office bought 73 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $19.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #233 holding.
  • Stokes Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 21 quarters since.
  • Stokes Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $680K in Q4 2021.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.