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

Stokes Family Office’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.93M Buy
22,682
+52
+0.2% +$11.6K 0.51% 53
2025
Q4 		$4.79M Sell
22,630
-306
-1% -$64.1K 0.44% 61
2025
Q3 		$4.79M Sell
22,936
-300
-1% -$61.3K 0.45% 59
2025
Q2 		$4.53M Buy
23,236
+2,421
+12% +$448K 0.48% 56
2025
Q1 		$3.88M Buy
20,815
+250
+1% +$49.4K 0.44% 58
2024
Q4 		$4.08M Hold
20,565
– – 0.44% 56
2024
Q3 		$4.13M Buy
20,565
+260
+1% +$50K 0.45% 55
2024
Q2 		$3.71M Sell
20,305
-40
-0.2% -$7.39K 0.43% 57
2024
Q1 		$3.9M Buy
20,345
+265
+1% +$47.8K 0.49% 53
2023
Q4 		$3.61M Sell
20,080
-8,416
-30% -$1.37M 0.49% 53
2023
Q3 		$4.54M Sell
28,496
-684
-2% -$114K 0.53% 44
2023
Q2 		$4.83M Buy
29,180
+517
+2% +$81.4K 0.56% 37
2023
Q1 		$4.55M Sell
28,663
-47
-0.2% -$7.78K 0.57% 35
2022
Q4 		$4.56M Buy
28,710
+3,202
+13% +$510K 0.59% 41
2022
Q3 		$3.66M Buy
25,508
+523
+2% +$83.1K 0.52% 46
2022
Q2 		$3.74M Sell
24,985
-498
-2% -$81.7K 0.51% 47
2022
Q1 		$4.48M Sell
25,483
-634
-2% -$110K 0.6% 41
2021
Q4 		$4.67M Buy
26,117
+27
+0.1% +$4.8K 0.58% 44
2021
Q3 		$4.42M Sell
26,090
-418
-2% -$71.6K 0.61% 41
2021
Q2 		$4.6M Sell
26,508
-154
-0.6% -$26.7K 0.65% 42
2021
Q1 		$4.42M Buy
26,662
+81
+0.3% +$12.8K 0.69% 37
2020
Q4 		$3.78M Buy
26,581
+16
+0.1% +$2.06K 0.75% 35
2020
Q3 		$2.94M Sell
26,565
-43
-0.2% -$4.82K 0.67% 40
2020
Q2 		$2.85M Buy
26,608
+3,068
+13% +$308K 0.72% 39
2020
Q1 		$2.09M Sell
23,540
-3,540
-13% -$429K 0.56% 42
2019
Q4 		$3.71M Buy
+27,080
New +$3.59M 0.82% 30

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stokes Family Office increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.23% in Q1 2026, buying an estimated $11.6K and bringing the position to 22,682 shares worth $4.93M. The position accounts for 0.51% of the portfolio, ranked #53.

Stokes Family Office first reported a position in VBR in Q4 2019 and has held it in 26 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Stokes Family Office held 22,682 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.93M as of Q1 2026.
  • Stokes Family Office bought 52 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $11.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.51% of Stokes Family Office's portfolio in Q1 2026, its #53 holding.
  • Stokes Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

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