Foster Dykema Cabot & Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Foster Dykema Cabot & Partners’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10	Closed	-$2.98K	–	428
2025 Q3	$2.98K	Hold	10	–	–	﹤0.01%	390
2025 Q2	$2.77K	Sell	10 -19	-66%	-$4.89K	﹤0.01%	321
2025 Q1	$7.3K	Hold	29	–	–	﹤0.01%	294
2024 Q4	$8.12K	Sell	29 -12	-29%	-$3.39K	﹤0.01%	309
2024 Q3	$11K	Sell	41 -17	-29%	-$4.36K	﹤0.01%	362
2024 Q2	$14.5K	Sell	58 -87	-60%	-$21.7K	﹤0.01%	247
2024 Q1	$37.8K	Buy	+145	New	+$35.6K	﹤0.01%	192

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Foster Dykema Cabot & Partners's VBK Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 10 shares — an estimated $2.98K sold.

Foster Dykema Cabot & Partners first reported a position in VBK in Q1 2024 and held it in 7 quarters. The position peaked at $37.8K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Foster Dykema Cabot & Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 10 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $2.98K.
Foster Dykema Cabot & Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and held it in 7 quarters.
Foster Dykema Cabot & Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $37.8K in Q1 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.