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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stokes Family Office reduced its Vanguard Total World Stock ETF (VT) stake by 0.54% in Q1 2026, selling an estimated $26.5K and leaving 34,203 shares worth $4.73M. The position accounts for 0.49% of the portfolio, ranked #58.

Stokes Family Office first reported a position in VT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.55M in Q4 2021. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Stokes Family Office held 34,203 shares of Vanguard Total World Stock ETF worth $4.73M as of Q1 2026.
  • Stokes Family Office sold 184 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $26.5K.
  • Vanguard Total World Stock ETF made up 0.49% of Stokes Family Office's portfolio in Q1 2026, its #58 holding.
  • Stokes Family Office first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Vanguard Total World Stock ETF position peaked at $5.55M in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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