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

Foster Dykema Cabot & Partners’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
2026 Q2	$37.9K	Hold	288	–	–	﹤0.01%	195
2026 Q1	$34.8K	Hold	288	–	–	﹤0.01%	198
2025 Q4	$38.4K	Hold	288	–	–	﹤0.01%	206
2025 Q3	$37.8K	Hold	288	–	–	﹤0.01%	233
2025 Q2	$36.7K	Hold	288	–	–	﹤0.01%	214
2025 Q1	$34.4K	Hold	288	–	–	﹤0.01%	213
2024 Q4	$34K	Hold	288	–	–	﹤0.01%	226
2024 Q3	$31.8K	Hold	288	–	–	﹤0.01%	266
2024 Q2	$28.9K	Hold	288	–	–	﹤0.01%	203
2024 Q1	$29.5K	Hold	288	–	–	﹤0.01%	204
2023 Q4	$26.6K	Buy	+288	New	+$24.2K	﹤0.01%	180

Other funds holding VFH

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Foster Dykema Cabot & Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 288 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Foster Dykema Cabot & Partners first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Foster Dykema Cabot & Partners held 288 shares of Vanguard Financials ETF worth $37.9K as of Q2 2026.
Foster Dykema Cabot & Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #195 holding.
Foster Dykema Cabot & Partners first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's Vanguard Financials ETF position peaked at $38.4K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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