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 Q2	$822K	Sell	7,009 -325	-4%	-$36K	0.1%	142
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Stokes Family Office's VIOV Position: Q2 2026 in Review

Stokes Family Office reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 4.4% in Q2 2026, selling an estimated $36K and leaving 7,009 shares worth $822K. The position accounts for 0.1% of the portfolio, ranked #142.

Stokes Family Office first reported a position in VIOV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q4 2019. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Stokes Family Office held 7,009 shares of Vanguard S&P Small-Cap 600 Value ETF worth $822K as of Q2 2026.
Stokes Family Office sold 325 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $36K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.1% of Stokes Family Office's portfolio in Q2 2026, its #142 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 27 quarters since.
Stokes Family Office's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.67M in Q4 2019.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.