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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Foster Dykema Cabot & Partners held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 288 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Foster Dykema Cabot & Partners first reported a position in VFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.4K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Foster Dykema Cabot & Partners held 288 shares of Vanguard Financials ETF worth $34.8K as of Q1 2026.
Foster Dykema Cabot & Partners left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #198 holding.
Foster Dykema Cabot & Partners first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's Vanguard Financials ETF position peaked at $38.4K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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