Stokes Family Office’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.62M	Sell	23,095 -11,108	-32%	-$1.69M	0.42%	66
2026 Q1	$4.73M	Sell	34,203 -184	-0.5%	-$26.5K	0.49%	58
2025 Q4	$4.85M	Sell	34,387 -5,117	-13%	-$715K	0.44%	59
2025 Q3	$5.44M	Buy	39,504 +2,529	+7%	+$336K	0.52%	55
2025 Q2	$4.75M	Sell	36,975 -3,737	-9%	-$447K	0.5%	50
2025 Q1	$4.72M	Hold	40,712	–	–	0.53%	46
2024 Q4	$4.78M	Hold	40,712	–	–	0.51%	48
2024 Q3	$4.87M	Sell	40,712 -1,060	-3%	-$122K	0.53%	40
2024 Q2	$4.7M	Sell	41,772 -38	-0.1%	-$4.19K	0.55%	42
2024 Q1	$4.62M	Hold	41,810	–	–	0.58%	43
2023 Q4	$4.3M	Sell	41,810 -9,056	-18%	-$871K	0.58%	44
2023 Q3	$4.74M	Hold	50,866	–	–	0.56%	38
2023 Q2	$4.93M	Sell	50,866 -427	-0.8%	-$40K	0.57%	36
2023 Q1	$4.72M	Hold	51,293	–	–	0.59%	34
2022 Q4	$4.42M	Sell	51,293 -385	-0.7%	-$32.9K	0.57%	43
2022 Q3	$4.08M	Buy	51,678 +13	+0%	+$1.14K	0.58%	41
2022 Q2	$4.41M	Buy	51,665 +4	+0%	+$370	0.6%	40
2022 Q1	$5.23M	Buy	51,661 +1	+0%	+$101	0.69%	35
2021 Q4	$5.55M	Sell	51,660 -205	-0.4%	-$21.8K	0.69%	37
2021 Q3	$5.28M	Buy	51,865 +2	+0%	+$210	0.73%	34
2021 Q2	$5.37M	Buy	51,863 +3	+0%	+$306	0.76%	32
2021 Q1	$5.04M	Buy	51,860 +1	+0%	+$96	0.78%	32
2020 Q4	$4.8M	Buy	51,859 +4	+0%	+$347	0.95%	25
2020 Q3	$4.18M	Buy	51,855 +2	+0%	+$161	0.95%	25
2020 Q2	$3.88M	Buy	51,853 +3	+0%	+$211	0.98%	26
2020 Q1	$3.26M	Sell	51,850 -2,839	-5%	-$214K	0.87%	29
2019 Q4	$4.43M	Buy	+54,689	New	+$4.25M	0.98%	27

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Stokes Family Office reduced its Vanguard Total World Stock ETF (VT) stake by 32% in Q2 2026, selling an estimated $1.69M and leaving 23,095 shares worth $3.62M. The position accounts for 0.42% of the portfolio, ranked #66.

Stokes Family Office first reported a position in VT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.55M in Q4 2021. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Stokes Family Office held 23,095 shares of Vanguard Total World Stock ETF worth $3.62M as of Q2 2026.
Stokes Family Office sold 11,108 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.69M.
Vanguard Total World Stock ETF made up 0.42% of Stokes Family Office's portfolio in Q2 2026, its #66 holding.
Stokes Family Office first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's Vanguard Total World Stock ETF position peaked at $5.55M in Q4 2021.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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