Stokes Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.9M	Sell	56,424 -2,465	-4%	-$881K	2.43%	5
2026 Q1	$18.9M	Sell	58,889 -2,634	-4%	-$884K	1.95%	10
2025 Q4	$20.6M	Sell	61,523 -1,610	-3%	-$536K	1.89%	11
2025 Q3	$20.7M	Buy	63,133 +2,033	+3%	+$642K	1.97%	11
2025 Q2	$18.6M	Buy	61,100 +6	+0%	+$1.69K	1.95%	11
2025 Q1	$16.8M	Buy	61,094 +255	+0.4%	+$74.1K	1.89%	12
2024 Q4	$17.6M	Buy	60,839 +7	+0%	+$2.04K	1.88%	13
2024 Q3	$17.2M	Sell	60,832 -6	-0%	-$1.64K	1.88%	12
2024 Q2	$16.3M	Hold	60,838	–	–	1.91%	13
2024 Q1	$15.8M	Buy	60,838 +314	+0.5%	+$77.7K	1.98%	9
2023 Q4	$14.4M	Sell	60,524 -8,694	-13%	-$1.92M	1.94%	8
2023 Q3	$14.7M	Sell	69,218 -48	-0.1%	-$10.6K	1.73%	9
2023 Q2	$15.3M	Sell	69,266 -291	-0.4%	-$60.7K	1.76%	10
2023 Q1	$14.2M	Buy	69,557 +4	+0%	+$801	1.77%	10
2022 Q4	$13.3M	Buy	69,553 +63	+0.1%	+$12.1K	1.71%	13
2022 Q3	$12.5M	Sell	69,490 -429	-0.6%	-$85.5K	1.78%	12
2022 Q2	$13.2M	Sell	69,919 -712	-1%	-$146K	1.8%	12
2022 Q1	$16.1M	Sell	70,631 -206	-0.3%	-$46.3K	2.13%	10
2021 Q4	$17.1M	Buy	70,837 +196	+0.3%	+$46.3K	2.13%	9
2021 Q3	$15.7M	Buy	70,641 +292	+0.4%	+$66.6K	2.18%	9
2021 Q2	$15.7M	Sell	70,349 -131	-0.2%	-$28.4K	2.22%	8
2021 Q1	$14.6M	Sell	70,480 -395	-0.6%	-$79.9K	2.26%	9
2020 Q4	$13.8M	Sell	70,875 -746	-1%	-$136K	2.72%	5
2020 Q3	$12.2M	Buy	71,621 +169	+0.2%	+$28.4K	2.76%	6
2020 Q2	$11.2M	Buy	71,452 +155	+0.2%	+$22.9K	2.82%	6
2020 Q1	$9.19M	Buy	71,297 +173	+0.2%	+$26.8K	2.45%	10
2019 Q4	$11.6M	Buy	+71,124	New	+$11.1M	2.58%	8

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Stokes Family Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $881K and leaving 56,424 shares worth $20.9M. The position accounts for 2.43% of the portfolio, ranked #5.

Stokes Family Office first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stokes Family Office held 56,424 shares of Vanguard Morningstar Total Stock Market ETF worth $20.9M as of Q2 2026.
Stokes Family Office sold 2,465 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $881K.
Vanguard Morningstar Total Stock Market ETF made up 2.43% of Stokes Family Office's portfolio in Q2 2026, its #5 holding.
Stokes Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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