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Stokes Family Office’s Vanguard US Value Factor ETF VFVA Stock Holding History

Stokes Family Office’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,068
Closed -$275K – 321
2025
Q4 		$275K Sell
2,068
-14
-0.7% -$1.81K 0.03% 259
2025
Q3 		$266K Sell
2,082
-171
-8% -$21.2K 0.03% 229
2025
Q2 		$267K Sell
2,253
-49
-2% -$5.46K 0.03% 208
2025
Q1 		$262K Sell
2,302
-47,782
-95% -$5.69M 0.03% 199
2024
Q4 		$5.93M Buy
50,084
+727
+1% +$89.3K 0.63% 36
2024
Q3 		$5.95M Buy
49,357
+2,573
+5% +$302K 0.65% 33
2024
Q2 		$5.29M Buy
46,784
+3,101
+7% +$355K 0.62% 35
2024
Q1 		$5.21M Buy
43,683
+4,815
+12% +$541K 0.65% 38
2023
Q4 		$4.38M Buy
38,868
+124
+0.3% +$12.7K 0.59% 43
2023
Q3 		$3.88M Buy
38,744
+5,058
+15% +$521K 0.46% 54
2023
Q2 		$3.36M Buy
33,686
+9,330
+38% +$895K 0.39% 60
2023
Q1 		$2.36M Buy
+24,356
New +$2.5M 0.29% 69

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

Stokes Family Office sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2026, closing a stake of 2,068 shares — an estimated $275K sold.

Stokes Family Office first reported a position in VFVA in Q1 2023 and held it in 12 quarters. The position peaked at $5.95M in Q3 2024. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • Stokes Family Office reported no remaining Vanguard US Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 2,068 Vanguard US Value Factor ETF shares in Q1 2026, an estimated $275K.
  • Stokes Family Office first reported a position in Vanguard US Value Factor ETF in Q1 2023 and held it in 12 quarters.
  • Stokes Family Office's Vanguard US Value Factor ETF position peaked at $5.95M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

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