Foster Dykema Cabot & Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$821K	Sell	10,192 -20	-0.2%	-$1.55K	0.05%	55
2026 Q1	$733K	Hold	10,212	–	–	0.05%	59
2025 Q4	$741K	Sell	10,212 -10,072	-50%	-$733K	0.05%	60
2025 Q3	$1.49M	Hold	20,284	–	–	0.1%	41
2025 Q2	$1.42M	Hold	20,284	–	–	0.1%	41
2025 Q1	$1.31M	Sell	20,284 -100	-0.5%	-$6.71K	0.11%	42
2024 Q4	$1.35M	Sell	20,384 -164	-0.8%	-$11.1K	0.1%	44
2024 Q3	$1.36M	Buy	+20,548	New	+$1.29M	0.11%	41

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Foster Dykema Cabot & Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, selling an estimated $1.55K and leaving 10,192 shares worth $821K. The position accounts for 0.05% of the portfolio, ranked #55.

Foster Dykema Cabot & Partners first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Foster Dykema Cabot & Partners held 10,192 shares of Vanguard Morningstar Mid-Cap ETF worth $821K as of Q2 2026.
Foster Dykema Cabot & Partners sold 20 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.55K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #55 holding.
Foster Dykema Cabot & Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Foster Dykema Cabot & Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.49M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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