Custos Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$682K	Buy	2,035 +5	+0.2%	+$1.66K	0.47%	25
2025 Q3	$666K	Sell	2,030 -21,410	-91%	-$6.76M	0.38%	25
2025 Q2	$7.12M	Buy	23,440 +2,018	+9%	+$568K	2.27%	14
2025 Q1	$5.89M	Buy	21,422 +8	+0%	+$2.32K	2.09%	16
2024 Q4	$6.21M	Buy	21,414 +13	+0.1%	+$3.79K	2.17%	16
2024 Q3	$6.06M	Sell	21,401 -20	-0.1%	-$5.46K	2.2%	16
2024 Q2	$5.73M	Buy	21,421 +20,509	+2,249%	+$5.31M	2.29%	15
2024 Q1	$237K	Buy	912 +3	+0.3%	+$742	0.12%	41
2023 Q4	$216K	Buy	+909	New	+$201K	0.11%	44
2022 Q1	–	Sell	-853	Closed	-$206K	–	38
2021 Q4	$206K	Buy	+853	New	+$201K	0.18%	32

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Custos Family Office increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q4 2025, buying an estimated $1.66K and bringing the position to 2,035 shares worth $682K. The position accounts for 0.47% of the portfolio, ranked #25.

Custos Family Office first reported a position in VTI in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.12M in Q2 2025. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Custos Family Office held 2,035 shares of Vanguard Morningstar Total Stock Market ETF worth $682K as of Q4 2025.
Custos Family Office bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $1.66K.
Vanguard Morningstar Total Stock Market ETF made up 0.47% of Custos Family Office's portfolio in Q4 2025, its #25 holding.
Custos Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 10 quarters since.
Custos Family Office's Vanguard Morningstar Total Stock Market ETF position peaked at $7.12M in Q2 2025.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

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