Cabot-Wellington
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Cabot-Wellington’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cabot-Wellington’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Sell
3,565
-1,795
-33% -$535K 0.28% 4
2026
Q2 		$1.62M Buy
5,360
+6
+0.1% +$1.72K 0.43% 4
2026
Q1 		$1.4M Buy
5,354
+7
+0.1% +$1.89K 0.41% 4
2025
Q4 		$1.38M Sell
5,347
-2,617
-33% -$670K 0.44% 4
2025
Q3 		$2.03M Sell
7,964
-675
-8% -$167K 0.66% 4
2025
Q2 		$2.05M Sell
8,639
-7,065
-45% -$1.58M 0.71% 4
2025
Q1 		$3.48M Sell
15,704
-96
-0.6% -$22.9K 1.28% 4
2024
Q4 		$3.8M Hold
15,800
– – 1.44% 3
2024
Q3 		$3.75M Sell
15,800
-5,068
-24% -$1.15M 1.41% 3
2024
Q2 		$4.55M Hold
20,868
– – 1.78% 3
2024
Q1 		$4.77M Hold
20,868
– – 1.85% 3
2023
Q4 		$4.45M Sell
20,868
-1,076
-5% -$207K 1.86% 3
2023
Q3 		$4.15M Hold
21,944
– – 2.4% 3
2023
Q2 		$4.36M Hold
21,944
– – 2.42% 3
2023
Q1 		$4.16M Sell
21,944
-692
-3% -$134K 2.43% 3
2022
Q4 		$4.15M Sell
22,636
-13,077
-37% -$2.42M 2.64% 3
2022
Q3 		$6.1M Sell
35,713
-8,968
-20% -$1.69M 4.12% 3
2022
Q2 		$7.87M Sell
44,681
-24,310
-35% -$4.69M 4.82% 3
2022
Q1 		$14.7M Sell
68,991
-1,515
-2% -$319K 7.25% 3
2021
Q4 		$15.9M Sell
70,506
-2,316
-3% -$526K 7.32% 3
2021
Q3 		$15.9M Sell
72,822
-5,174
-7% -$1.15M 7.31% 3
2021
Q2 		$17.6M Sell
77,996
-786
-1% -$174K 7.96% 3
2021
Q1 		$16.9M Sell
78,782
-682
-0.9% -$144K 8.04% 3
2020
Q4 		$15.5M Buy
+79,464
New +$14M 7.87% 3

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Cabot-Wellington's VB Position: Q3 2026 in Review

Cabot-Wellington reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 33% in Q3 2026, selling an estimated $535K and leaving 3,565 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #4.

Cabot-Wellington first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $17.6M in Q2 2021. 2,091 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cabot-Wellington held 3,565 shares of Vanguard Morningstar Small-Cap ETF worth $1.01M as of Q3 2026.
  • Cabot-Wellington sold 1,795 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $535K.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of Cabot-Wellington's portfolio in Q3 2026, its #4 holding.
  • Cabot-Wellington first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Cabot-Wellington's Vanguard Morningstar Small-Cap ETF position peaked at $17.6M in Q2 2021.
  • 2,091 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cabot-Wellington's 13F filing for Q3 2026, filed 2 Nov 2026.