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Stokes Family Office’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stokes Family Office’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$594K Buy
8,276
+132
+2% +$9.81K 0.06% 173
2025
Q4 		$591K Sell
8,144
-1,568
-16% -$114K 0.05% 176
2025
Q3 		$713K Buy
9,712
+2,104
+28% +$151K 0.07% 153
2025
Q2 		$532K Hold
7,608
– – 0.06% 159
2025
Q1 		$492K Sell
7,608
-240
-3% -$16.1K 0.06% 160
2024
Q4 		$518K Buy
7,848
+512
+7% +$34.8K 0.06% 160
2024
Q3 		$484K Buy
7,336
+344
+5% +$21.6K 0.05% 156
2024
Q2 		$423K Hold
6,992
– – 0.05% 163
2024
Q1 		$437K Sell
6,992
-600
-8% -$35.5K 0.05% 156
2023
Q4 		$442K Sell
7,592
-3,788
-33% -$202K 0.06% 148
2023
Q3 		$593K Buy
11,380
+1,376
+14% +$75.5K 0.07% 170
2023
Q2 		$551K Sell
10,004
-1,984
-17% -$104K 0.06% 166
2023
Q1 		$632K Buy
11,988
+2,264
+23% +$120K 0.08% 151
2022
Q4 		$496K Hold
9,724
– – 0.06% 164
2022
Q3 		$457K Sell
9,724
-656
-6% -$34.3K 0.07% 164
2022
Q2 		$511K Sell
10,380
-12
-0.1% -$648 0.07% 161
2022
Q1 		$618K Sell
10,392
-40
-0.4% -$2.35K 0.08% 147
2021
Q4 		$664K Buy
10,432
+52
+0.5% +$3.26K 0.08% 137
2021
Q3 		$614K Buy
10,380
+124
+1% +$7.49K 0.09% 130
2021
Q2 		$609K Buy
10,256
+240
+2% +$13.9K 0.09% 125
2021
Q1 		$554K Buy
10,016
+420
+4% +$22.8K 0.09% 127
2020
Q4 		$496K Buy
9,596
+304
+3% +$14.7K 0.1% 111
2020
Q3 		$410K Buy
+9,292
New +$405K 0.09% 110

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Stokes Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q1 2026, buying an estimated $9.81K and bringing the position to 8,276 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #173.

Stokes Family Office first reported a position in VO in Q3 2020 and has held it in 23 quarters since. The position peaked at $713K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Stokes Family Office held 8,276 shares of Vanguard Morningstar Mid-Cap ETF worth $594K as of Q1 2026.
  • Stokes Family Office bought 132 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $9.81K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Stokes Family Office's portfolio in Q1 2026, its #173 holding.
  • Stokes Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Stokes Family Office's Vanguard Morningstar Mid-Cap ETF position peaked at $713K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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