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

Stokes Family Office’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.09M	Buy	22,183 +560	+3%	+$105K	0.42%	62
2025 Q4	$3.84M	Sell	21,623 -980	-4%	-$172K	0.35%	67
2025 Q3	$3.95M	Buy	22,603 +25	+0.1%	+$4.25K	0.37%	65
2025 Q2	$3.71M	Buy	22,578 +2,750	+14%	+$435K	0.39%	62
2025 Q1	$3.18M	Buy	19,828 +250	+1%	+$40.9K	0.36%	66
2024 Q4	$3.17M	Hold	19,578	–	–	0.34%	69
2024 Q3	$3.28M	Sell	19,578 -1,462	-7%	-$232K	0.36%	61
2024 Q2	$3.17M	Hold	21,040	–	–	0.37%	61
2024 Q1	$3.28M	Sell	21,040 -1,470	-7%	-$216K	0.41%	62
2023 Q4	$3.26M	Sell	22,510 -6,286	-22%	-$844K	0.44%	57
2023 Q3	$3.77M	Buy	28,796 +724	+3%	+$100K	0.44%	56
2023 Q2	$3.88M	Buy	28,072 +240	+0.9%	+$32K	0.45%	49
2023 Q1	$3.73M	Buy	27,832 +488	+2%	+$67.7K	0.46%	50
2022 Q4	$3.7M	Buy	27,344 +1,142	+4%	+$153K	0.48%	48
2022 Q3	$3.19M	Sell	26,202 -719	-3%	-$97.3K	0.46%	51
2022 Q2	$3.49M	Sell	26,921 -445	-2%	-$63K	0.48%	51
2022 Q1	$4.1M	Sell	27,366 -377	-1%	-$55.4K	0.54%	46
2021 Q4	$4.17M	Sell	27,743 -14	-0.1%	-$2.06K	0.52%	50
2021 Q3	$3.88M	Sell	27,757 -520	-2%	-$73.9K	0.54%	47
2021 Q2	$3.97M	Sell	28,277 -158	-0.6%	-$22.3K	0.56%	45
2021 Q1	$3.81M	Sell	28,435 -2,460	-8%	-$315K	0.59%	44
2020 Q4	$3.67M	Buy	30,895 +65	+0.2%	+$7.28K	0.72%	37
2020 Q3	$3.13M	Sell	30,830 -2,869	-9%	-$291K	0.71%	39
2020 Q2	$3.23M	Buy	33,699 +16,891	+100%	+$1.55M	0.81%	33
2020 Q1	$1.37M	Sell	16,808 -1,021	-6%	-$110K	0.36%	58
2019 Q4	$2.11M	Buy	+17,829	New	+$2.05M	0.47%	48

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stokes Family Office increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.6% in Q1 2026, buying an estimated $105K and bringing the position to 22,183 shares worth $4.09M. The position accounts for 0.42% of the portfolio, ranked #62.

Stokes Family Office first reported a position in VOE in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.17M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Stokes Family Office held 22,183 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.09M as of Q1 2026.
Stokes Family Office bought 560 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $105K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.42% of Stokes Family Office's portfolio in Q1 2026, its #62 holding.
Stokes Family Office first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.17M in Q4 2021.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

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