SFO
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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stokes Family Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q1 2026, selling an estimated $884K and leaving 58,889 shares worth $18.9M. The position accounts for 1.95% of the portfolio, ranked #10.

Stokes Family Office first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.7M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Stokes Family Office held 58,889 shares of Vanguard Morningstar Total Stock Market ETF worth $18.9M as of Q1 2026.
  • Stokes Family Office sold 2,634 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $884K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.95% of Stokes Family Office's portfolio in Q1 2026, its #10 holding.
  • Stokes Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Vanguard Morningstar Total Stock Market ETF position peaked at $20.7M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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