Custos Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Custos Family Office’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Buy	616 +2	+0.3%	+$1.33K	0.25%	46
2026 Q1	$367K	Sell	614 -204	-25%	-$128K	0.25%	47
2025 Q4	$513K	Buy	+818	New	+$508K	0.35%	32
2025 Q3	–	Sell	-9,993	Closed	-$5.68M	–	77
2025 Q2	$5.68M	Sell	9,993 -60	-0.6%	-$31.5K	1.81%	18
2025 Q1	$5.17M	Sell	10,053 -76	-0.8%	-$41.1K	1.83%	18
2024 Q4	$5.46M	Buy	10,129 +6	+0.1%	+$3.25K	1.91%	18
2024 Q3	$5.34M	Sell	10,123 -277	-3%	-$141K	1.94%	18
2024 Q2	$5.2M	Buy	10,400 +9,270	+820%	+$4.46M	2.08%	17
2024 Q1	$543K	Sell	1,130 -202	-15%	-$92.5K	0.28%	25
2023 Q4	$582K	Sell	1,332 -181	-12%	-$74.1K	0.3%	25
2023 Q3	$594K	Sell	1,513 -3,733	-71%	-$1.53M	0.4%	20
2023 Q2	$2.14M	Sell	5,246 -36	-0.7%	-$13.9K	1.38%	13
2023 Q1	$1.99M	Buy	5,282 +69	+1%	+$25.3K	1.4%	13
2022 Q4	$1.83M	Buy	5,213 +1,615	+45%	+$571K	1.46%	17
2022 Q3	$1.18M	Sell	3,598 -783	-18%	-$286K	1.15%	13
2022 Q2	$1.52M	Sell	4,381 -1,353	-24%	-$510K	1.36%	13
2022 Q1	$2.38M	Buy	5,734 +3,136	+121%	+$1.28M	1.93%	13
2021 Q4	$1.13M	Buy	+2,598	New	+$1.1M	1.02%	14

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Custos Family Office increased its Vanguard S&P 500 ETF (VOO) stake by 0.33% in Q2 2026, buying an estimated $1.33K and bringing the position to 616 shares worth $423K. The position accounts for 0.25% of the portfolio, ranked #46.

Custos Family Office first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.68M in Q2 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Custos Family Office held 616 shares of Vanguard S&P 500 ETF worth $423K as of Q2 2026.
Custos Family Office bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.25% of Custos Family Office's portfolio in Q2 2026, its #46 holding.
Custos Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Custos Family Office's Vanguard S&P 500 ETF position peaked at $5.68M in Q2 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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