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Custos Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Custos Family Office’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-55,319
Closed -$7.37M – 81
2025
Q2 		$7.37M Buy
55,319
+42
+0.1% +$5.32K 2.35% 13
2025
Q1 		$7.13M Buy
55,277
+41
+0.1% +$5.37K 2.53% 14
2024
Q4 		$7.05M Buy
55,236
+48
+0.1% +$6.26K 2.47% 13
2024
Q3 		$7.08M Buy
55,188
+41
+0.1% +$5.06K 2.56% 14
2024
Q2 		$6.54M Buy
+55,147
New +$6.54M 2.61% 14

Other funds holding VYM

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Custos Family Office sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 55,319 shares — an estimated $7.37M sold.

Custos Family Office first reported a position in VYM in Q2 2024 and held it in 5 quarters. The position peaked at $7.37M in Q2 2025. 1,834 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Custos Family Office reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 55,319 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $7.37M.
  • Custos Family Office first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 5 quarters.
  • Custos Family Office's Vanguard High Dividend Yield ETF position peaked at $7.37M in Q2 2025.
  • 1,834 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

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