CFO
VOT icon

Custos Family Office’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Custos Family Office’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,635
Closed -$1.32M – 78
2025
Q2 		$1.32M Hold
4,635
– – 0.42% 32
2025
Q1 		$1.13M Sell
4,635
-1,391
-23% -$362K 0.4% 32
2024
Q4 		$1.53M Buy
6,026
+11
+0.2% +$2.83K 0.54% 29
2024
Q3 		$1.46M Buy
6,015
+20
+0.3% +$4.66K 0.53% 29
2024
Q2 		$1.38M Buy
+5,995
New +$1.37M 0.55% 29

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Custos Family Office sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 4,635 shares — an estimated $1.32M sold.

Custos Family Office first reported a position in VOT in Q2 2024 and held it in 5 quarters. The position peaked at $1.53M in Q4 2024. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Custos Family Office reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 4,635 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.32M.
  • Custos Family Office first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
  • Custos Family Office's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.53M in Q4 2024.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

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