SFO
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Stokes Family Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stokes Family Office’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Sell
44,339
-7,603
-15% -$640K 0.45% 63
2026
Q1 		$3.78M Sell
51,942
-12,420
-19% -$966K 0.39% 65
2025
Q4 		$5.23M Sell
64,362
-69,588
-52% -$5.65M 0.48% 56
2025
Q3 		$10.7M Buy
133,950
+69,708
+109% +$5.33M 1.02% 26
2025
Q2 		$4.69M Buy
64,242
+6,210
+11% +$409K 0.49% 51
2025
Q1 		$3.59M Sell
58,032
-210
-0.4% -$14.2K 0.4% 60
2024
Q4 		$3.98M Sell
58,242
-14,250
-20% -$957K 0.43% 59
2024
Q3 		$4.64M Buy
72,492
+360
+0.5% +$22.3K 0.51% 47
2024
Q2 		$4.5M Sell
72,132
-3,000
-4% -$175K 0.53% 45
2024
Q1 		$4.31M Sell
75,132
-12,600
-14% -$693K 0.54% 47
2023
Q4 		$4.55M Sell
87,732
-7,998
-8% -$386K 0.61% 39
2023
Q3 		$4.34M Sell
95,730
-4,104
-4% -$194K 0.51% 47
2023
Q2 		$4.71M Buy
99,834
+294
+0.3% +$12.8K 0.54% 40
2023
Q1 		$4.14M Sell
99,540
-240
-0.2% -$9.33K 0.52% 44
2022
Q4 		$3.54M Buy
99,780
+44,994
+82% +$1.66M 0.46% 51
2022
Q3 		$1.95M Buy
54,786
+480
+0.9% +$19.3K 0.28% 74
2022
Q2 		$2.02M Sell
54,306
-570
-1% -$23.4K 0.28% 77
2022
Q1 		$2.63M Sell
54,876
-1,110
-2% -$52.5K 0.35% 63
2021
Q4 		$2.99M Buy
55,986
+6,540
+13% +$341K 0.37% 54
2021
Q3 		$2.39M Buy
49,446
+420
+0.9% +$20.9K 0.33% 64
2021
Q2 		$2.34M Buy
49,026
+492
+1% +$22.3K 0.33% 66
2021
Q1 		$2.08M Sell
48,534
-636
-1% -$27.2K 0.32% 64
2020
Q4 		$2.08M Buy
49,170
+3,450
+8% +$138K 0.41% 55
2020
Q3 		$1.73M Buy
45,720
+4,140
+10% +$153K 0.39% 56
2020
Q2 		$1.4M Buy
41,580
+16,230
+64% +$499K 0.35% 61
2020
Q1 		$662K Hold
25,350
– – 0.18% 83
2019
Q4 		$770K Buy
+25,350
New +$732K 0.17% 85

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Stokes Family Office reduced its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, selling an estimated $640K and leaving 44,339 shares worth $3.82M. The position accounts for 0.45% of the portfolio, ranked #63.

Stokes Family Office first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Stokes Family Office held 44,339 shares of Vanguard Morningstar Growth ETF worth $3.82M as of Q2 2026.
  • Stokes Family Office sold 7,603 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $640K.
  • Vanguard Morningstar Growth ETF made up 0.45% of Stokes Family Office's portfolio in Q2 2026, its #63 holding.
  • Stokes Family Office first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Vanguard Morningstar Growth ETF position peaked at $10.7M in Q3 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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