Foster Dykema Cabot & Partners’s Vanguard Morningstar 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 Q2	$393K	Hold	1,295	–	–	0.02%	85
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Foster Dykema Cabot & Partners's VB Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,295 shares worth $393K. 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 8 quarters since. The position peaked at $495K in Q3 2024. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Foster Dykema Cabot & Partners held 1,295 shares of Vanguard Morningstar Small-Cap ETF worth $393K as of Q2 2026.
Foster Dykema Cabot & Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #85 holding.
Foster Dykema Cabot & Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Foster Dykema Cabot & Partners's Vanguard Morningstar Small-Cap ETF position peaked at $495K in Q3 2024.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.