Stokes Family Office, LLC

Family Office

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1802278 NEW ORLEANS, LA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$247,042

-$52,856 QoQ

Shares Held

815

-28.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#476

of 556 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,042	815	-28.8%	Shares	Sole	2026-08-11
2026-03-31	$299,898	1,145	+6.8%	Shares	Sole	2026-05-12
2025-12-31	$276,522	1,072	+1.4%	Shares	Sole	2026-02-18
2025-09-30	$268,773	1,057	0.0%	Shares	Sole	2025-11-14
2025-06-30	$250,487	1,057	+12.8%	Shares	Sole	2025-08-06
2025-03-31	$207,779	937	0.0%	Shares	Sole	2025-05-13
2024-12-31	$225,142	937	0.0%	Shares	Sole	2025-02-11
2024-09-30	$222,265	937	-6.0%	Shares	Sole	2024-11-12
2023-12-31	$212,690	997	-42.6%	Shares	Sole	2024-02-06
2023-09-30	$328,414	1,737	-10.7%	Shares	Other	2023-11-13
2023-06-30	$387,039	1,946	-20.1%	Shares	Other	2023-08-14
2023-03-31	$461,957	2,437	+28.6%	Shares	Other	2023-05-08
2022-12-31	$347,808	1,895	-3.3%	Shares	Other	2023-02-14
2022-09-30	$334,812	1,959	-3.1%	Shares	Other	2022-11-14
2022-06-30	$355,918	2,021	-14.0%	Shares	Other	2022-08-05
2022-03-31	$499,422	2,350	-21.8%	Shares	Other	2022-05-16
2021-12-31	$679,612	3,007	+26.8%	Shares	Other	2022-02-15
2021-09-30	$518,685	2,372	+13.2%	Shares	Other	2021-11-15
2021-06-30	$471,961	2,095	+12.0%	Shares	Other	2021-08-12
2021-03-31	$400,329	1,870	+1.6%	Shares	Other	2021-05-13
2020-12-31	$358,211	1,840	+4.8%	Shares	Sole	2021-02-10
2020-09-30	$269,919	1,755	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.