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Stokes Family Office’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Stokes Family Office’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$746K Buy
7,334
+6
+0.1% +$623 0.08% 156
2025
Q4 		$716K Buy
7,328
+1,478
+25% +$143K 0.07% 161
2025
Q3 		$557K Sell
5,850
-30
-0.5% -$2.75K 0.05% 170
2025
Q2 		$503K Buy
5,880
+1,000
+20% +$81.3K 0.05% 163
2025
Q1 		$410K Hold
4,880
– – 0.05% 175
2024
Q4 		$455K Hold
4,880
– – 0.05% 169
2024
Q3 		$451K Buy
4,880
+20
+0.4% +$1.79K 0.05% 163
2024
Q2 		$407K Hold
4,860
– – 0.05% 167
2024
Q1 		$430K Sell
4,860
-1,425
-23% -$122K 0.05% 158
2023
Q4 		$556K Sell
6,285
-19
-0.3% -$1.49K 0.08% 134
2023
Q3 		$486K Sell
6,304
-994
-14% -$81.8K 0.06% 188
2023
Q2 		$599K Sell
7,298
-127
-2% -$10K 0.07% 158
2023
Q1 		$600K Buy
7,425
+43
+0.6% +$3.62K 0.07% 154
2022
Q4 		$580K Sell
7,382
-160
-2% -$12.8K 0.07% 147
2022
Q3 		$538K Buy
7,542
+390
+5% +$31.2K 0.08% 146
2022
Q2 		$550K Sell
7,152
-612
-8% -$50.8K 0.08% 154
2022
Q1 		$688K Sell
7,764
-266
-3% -$23.4K 0.09% 135
2021
Q4 		$725K Sell
8,030
-52
-0.6% -$4.71K 0.09% 127
2021
Q3 		$703K Buy
8,082
+80
+1% +$6.98K 0.1% 115
2021
Q2 		$730K Sell
8,002
-238
-3% -$21.5K 0.1% 113
2021
Q1 		$683K Sell
8,240
-4,430
-35% -$362K 0.11% 110
2020
Q4 		$890K Buy
12,670
+60
+0.5% +$3.78K 0.18% 86
2020
Q3 		$670K Sell
12,610
-7,278
-37% -$396K 0.15% 96
2020
Q2 		$1.04M Sell
19,888
-684
-3% -$33.3K 0.26% 71
2020
Q1 		$890K Sell
20,572
-3,794
-16% -$227K 0.24% 73
2019
Q4 		$1.67M Buy
+24,366
New +$1.63M 0.37% 58

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

Stokes Family Office increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.08% in Q1 2026, buying an estimated $623 and bringing the position to 7,334 shares worth $746K. The position accounts for 0.08% of the portfolio, ranked #156.

Stokes Family Office first reported a position in VIOV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.67M in Q4 2019. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Stokes Family Office held 7,334 shares of Vanguard S&P Small-Cap 600 Value ETF worth $746K as of Q1 2026.
  • Stokes Family Office bought 6 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $623.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #156 holding.
  • Stokes Family Office first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.67M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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