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Foster Dykema Cabot & Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Foster Dykema Cabot & Partners’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
Q1 		$339K Hold
1,295
– – 0.02% 85
2025
Q4 		$334K Sell
1,295
-290
-18% -$74.3K 0.02% 95
2025
Q3 		$404K Hold
1,585
– – 0.03% 90
2025
Q2 		$377K Hold
1,585
– – 0.03% 92
2025
Q1 		$351K Sell
1,585
-370
-19% -$88.4K 0.03% 88
2024
Q4 		$470K Sell
1,955
-127
-6% -$31.2K 0.04% 80
2024
Q3 		$495K Buy
+2,082
New +$473K 0.04% 77

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Foster Dykema Cabot & Partners's VB Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,295 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #85.

Foster Dykema Cabot & Partners first reported a position in VB in Q3 2024 and has held it in 7 quarters since. The position peaked at $495K in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Foster Dykema Cabot & Partners held 1,295 shares of Vanguard Small-Cap ETF worth $339K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #85 holding.
  • Foster Dykema Cabot & Partners first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Foster Dykema Cabot & Partners's Vanguard Small-Cap ETF position peaked at $495K in Q3 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.