SFO
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Stokes Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Stokes Family Office’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.37M Sell
10,725
-2,358
-18% -$1.57M 0.86% 33
2026
Q1 		$7.82M Sell
13,083
-34
-0.3% -$21.3K 0.81% 37
2025
Q4 		$8.23M Sell
13,117
-857
-6% -$533K 0.75% 37
2025
Q3 		$8.56M Buy
13,974
+933
+7% +$550K 0.81% 35
2025
Q2 		$7.41M Buy
13,041
+763
+6% +$401K 0.78% 36
2025
Q1 		$6.31M Buy
12,278
+377
+3% +$204K 0.71% 34
2024
Q4 		$6.41M Buy
11,901
+359
+3% +$194K 0.68% 32
2024
Q3 		$6.09M Buy
11,542
+161
+1% +$81.8K 0.67% 31
2024
Q2 		$5.69M Sell
11,381
-1,036
-8% -$499K 0.67% 30
2024
Q1 		$5.97M Buy
12,417
+11
+0.1% +$5.03K 0.75% 31
2023
Q4 		$5.42M Sell
12,406
-4,691
-27% -$1.92M 0.73% 32
2023
Q3 		$6.71M Sell
17,097
-653
-4% -$267K 0.79% 27
2023
Q2 		$7.23M Sell
17,750
-1,179
-6% -$455K 0.84% 24
2023
Q1 		$7.12M Sell
18,929
-4,110
-18% -$1.51M 0.89% 22
2022
Q4 		$8.09M Sell
23,039
-2,487
-10% -$879K 1.04% 20
2022
Q3 		$8.38M Buy
25,526
+827
+3% +$302K 1.2% 17
2022
Q2 		$8.57M Buy
24,699
+1,611
+7% +$607K 1.17% 19
2022
Q1 		$9.59M Buy
23,088
+4,330
+23% +$1.77M 1.27% 19
2021
Q4 		$8.19M Sell
18,758
-215
-1% -$90.8K 1.02% 25
2021
Q3 		$7.48M Sell
18,973
-112
-0.6% -$45.4K 1.04% 25
2021
Q2 		$7.51M Hold
19,085
– – 1.06% 26
2021
Q1 		$6.95M Buy
19,085
+53
+0.3% +$18.8K 1.08% 23
2020
Q4 		$6.54M Buy
19,032
+164
+0.9% +$53.5K 1.29% 18
2020
Q3 		$5.8M Buy
18,868
+481
+3% +$147K 1.32% 19
2020
Q2 		$5.21M Sell
18,387
-262
-1% -$70.5K 1.31% 17
2020
Q1 		$4.42M Sell
18,649
-61
-0.3% -$17.1K 1.18% 21
2019
Q4 		$5.53M Buy
+18,710
New +$5.29M 1.23% 21

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Stokes Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, selling an estimated $1.57M and leaving 10,725 shares worth $7.37M. The position accounts for 0.86% of the portfolio, ranked #33.

Stokes Family Office first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.59M in Q1 2022. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stokes Family Office held 10,725 shares of Vanguard S&P 500 ETF worth $7.37M as of Q2 2026.
  • Stokes Family Office sold 2,358 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard S&P 500 ETF made up 0.86% of Stokes Family Office's portfolio in Q2 2026, its #33 holding.
  • Stokes Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Vanguard S&P 500 ETF position peaked at $9.59M in Q1 2022.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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