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
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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Custos Family Office opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2025: 818 shares worth $513K. The stake represents 0.35% of the portfolio and ranks #32 among its holdings. This is a return to the name: Custos Family Office previously reported a position in VOO as recently as Q2 2025.

Custos Family Office first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.68M in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Custos Family Office held 818 shares of Vanguard S&P 500 ETF worth $513K as of Q4 2025.
Vanguard S&P 500 ETF was a new Custos Family Office position in Q4 2025.
Vanguard S&P 500 ETF made up 0.35% of Custos Family Office's portfolio in Q4 2025, its #32 holding.
Custos Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Custos Family Office's Vanguard S&P 500 ETF position peaked at $5.68M in Q2 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

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