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Foster Dykema Cabot & Co’s Vanguard Growth ETF VUG Stock Holding History

Foster Dykema Cabot & Co’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$23K Hold
510
– – ﹤0.01% 196
2023
Q2 		$24K Buy
+510
New +$22.1K ﹤0.01% 200

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Foster Dykema Cabot & Co held its Vanguard Growth ETF (VUG) position steady in Q3 2023 at 510 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Foster Dykema Cabot & Co first reported a position in VUG in Q2 2023 and has held it in 2 quarters since. The position peaked at $24K in Q2 2023. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • Foster Dykema Cabot & Co held 510 shares of Vanguard Growth ETF worth $23K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Vanguard Growth ETF share count unchanged in Q3 2023.
  • Vanguard Growth ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #196 holding.
  • Foster Dykema Cabot & Co first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Foster Dykema Cabot & Co's Vanguard Growth ETF position peaked at $24K in Q2 2023.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

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