CFO
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Custos Family Office’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Custos Family Office’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.13M Buy
100,954
+1,782
+2% +$138K 4.87% 7
2026
Q1 		$7.12M Sell
99,172
-1,056
-1% -$78.5K 4.92% 7
2025
Q4 		$7.27M Sell
100,228
-15,672
-14% -$1.14M 4.96% 7
2025
Q3 		$8.51M Sell
115,900
-76,384
-40% -$5.49M 4.81% 9
2025
Q2 		$13.5M Buy
192,284
+5,532
+3% +$363K 4.29% 9
2025
Q1 		$12.1M Sell
186,752
-664
-0.4% -$44.6K 4.28% 9
2024
Q4 		$12.4M Buy
187,416
+12,388
+7% +$841K 4.33% 9
2024
Q3 		$11.5M Buy
175,028
+16,348
+10% +$1.03M 4.18% 9
2024
Q2 		$9.6M Sell
158,680
-1,784
-1% -$108K 3.84% 10
2024
Q1 		$10M Buy
160,464
+324
+0.2% +$19.1K 5.17% 9
2023
Q4 		$9.31M Buy
160,140
+17,972
+13% +$960K 4.84% 9
2023
Q3 		$7.4M Sell
142,168
-84
-0.1% -$4.61K 4.99% 9
2023
Q2 		$7.83M Buy
142,252
+2,280
+2% +$120K 5.07% 10
2023
Q1 		$7.38M Buy
139,972
+81,956
+141% +$4.36M 5.2% 10
2022
Q4 		$2.96M Sell
58,016
-59,008
-50% -$3.01M 2.36% 15
2022
Q3 		$5.5M Buy
117,024
+6,784
+6% +$355K 5.36% 9
2022
Q2 		$5.43M Buy
110,240
+6,972
+7% +$377K 4.86% 8
2022
Q1 		$6.14M Buy
103,268
+24,132
+30% +$1.42M 4.99% 8
2021
Q4 		$5.04M Buy
+79,136
New +$4.96M 4.52% 10

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Custos Family Office's VO Position: Q2 2026 in Review

Custos Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, buying an estimated $138K and bringing the position to 100,954 shares worth $8.13M. The position accounts for 4.87% of the portfolio, ranked #7.

Custos Family Office first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q2 2025. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Custos Family Office held 100,954 shares of Vanguard Morningstar Mid-Cap ETF worth $8.13M as of Q2 2026.
  • Custos Family Office bought 1,782 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.87% of Custos Family Office's portfolio in Q2 2026, its #7 holding.
  • Custos Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Custos Family Office's Vanguard Morningstar Mid-Cap ETF position peaked at $13.5M in Q2 2025.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.