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Foster Dykema Cabot & Co’s Vanguard Financials ETF VFH Stock Holding History

Foster Dykema Cabot & Co’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$23K Hold
288
– – ﹤0.01% 195
2023
Q2 		$23K Hold
288
– – ﹤0.01% 202
2023
Q1 		$22K Buy
+288
New +$24.4K ﹤0.01% 179

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foster Dykema Cabot & Co's VFH Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Vanguard Financials ETF (VFH) position steady in Q3 2023 at 288 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Foster Dykema Cabot & Co first reported a position in VFH in Q1 2023 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

  • Foster Dykema Cabot & Co held 288 shares of Vanguard Financials ETF worth $23K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Vanguard Financials ETF share count unchanged in Q3 2023.
  • Vanguard Financials ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #195 holding.
  • Foster Dykema Cabot & Co first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.