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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Custos Family Office's VO Position: Q4 2025 in Review

Custos Family Office reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q4 2025, selling an estimated $1.14M and leaving 100,228 shares worth $7.27M. The position accounts for 4.96% of the portfolio, ranked #7.

Custos Family Office first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.5M in Q2 2025. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Custos Family Office held 100,228 shares of Vanguard Morningstar Mid-Cap ETF worth $7.27M as of Q4 2025.
  • Custos Family Office sold 15,672 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $1.14M.
  • Vanguard Morningstar Mid-Cap ETF made up 4.96% of Custos Family Office's portfolio in Q4 2025, its #7 holding.
  • Custos Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Custos Family Office's Vanguard Morningstar Mid-Cap ETF position peaked at $13.5M in Q2 2025.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.