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Custos Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Custos Family Office’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,023
Closed -$1.43M – 76
2025
Q2 		$1.43M Sell
6,023
-704
-10% -$157K 0.46% 30
2025
Q1 		$1.49M Buy
6,727
+25
+0.4% +$5.97K 0.53% 29
2024
Q4 		$1.61M Sell
6,702
-126
-2% -$31K 0.56% 28
2024
Q3 		$1.62M Buy
6,828
+24
+0.4% +$5.45K 0.59% 27
2024
Q2 		$1.48M Buy
+6,804
New +$1.49M 0.59% 28

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Custos Family Office's VB Position: Q3 2025 in Review

Custos Family Office sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 6,023 shares — an estimated $1.43M sold.

Custos Family Office first reported a position in VB in Q2 2024 and held it in 5 quarters. The position peaked at $1.62M in Q3 2024. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Custos Family Office reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 6,023 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $1.43M.
  • Custos Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and held it in 5 quarters.
  • Custos Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $1.62M in Q3 2024.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.