CABOT WEALTH MANAGEMENT INC VFMO — VANGUARD WELLINGTON FD

Ownership history in CABOT WEALTH MANAGEMENT INC  ·  17 quarters on record

AI Ownership Summary

CABOT WEALTH MANAGEMENT INC reported VANGUARD WELLINGTON FD (VFMO) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.66% in 2026 Q1. The latest visible filing shows VFMO at 2.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VFMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CABOT WEALTH MANAGEMENT INC's position in VANGUARD WELLINGTON FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VFMO was reported at 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VFMO stock page CABOT WEALTH MANAGEMENT INC fund profile CABOT WEALTH MANAGEMENT INC full holdings
How CABOT WEALTH MANAGEMENT INC held VFMO — position size vs. price
% of Fund (quarterly)    VFMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 117,522 +3,195 +2.8% 2.66% $23.2M 2026-04-27 $220.96
2025 Q4 ADDED — — — 114,327 +6,098 +5.6% 2.42% $21.9M 2026-02-03 $206.42
2025 Q3 ADDED — — — 108,229 +268 +0.2% 2.30% $20.7M 2025-10-31 $196.10
2025 Q2 ADDED — — — 107,961 +991 +0.9% 2.21% $18.6M 2025-07-31 $173.97
2025 Q1 REDUCED — — — 106,970 -3,261 -3.0% 2.07% $16.2M 2025-04-22 $143.60
2024 Q4 REDUCED — — — 110,231 -3,648 -3.2% 2.30% $18.1M 2025-02-04 $171.66
2024 Q3 REDUCED — — — 113,879 -2,033 -1.8% 2.29% $18.3M 2024-10-15 $163.26
2024 Q2 REDUCED 9.0% +7.3% ❌ 115,912 -11,509 -9.0% 2.28% $17.4M 2024-07-12 $152.89
2024 Q1 REDUCED — — — 127,421 -1,642 -1.3% 2.52% $19.3M 2024-05-03 $143.87
2023 Q4 REDUCED — — — 129,063 -535 -0.4% 2.36% $16.9M 2024-02-12 $141.25
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VFMO

As of 2026 Q1 — sorted by position size

Systelligence, LLC 3Y 3.95% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 2.42% ANDERSON HOAGLAND & CO 3Y 7Y 1.94% LINCOLN CAPITAL CORP 3Y 7Y 1.87% Wilkins Miller Wealth Management, LLC 1.7% Armbruster Capital Management, Inc. 3Y 7Y 1.6% Financial Partners Group, Inc 3Y 7Y 1.24% Hobart Private Capital, LLC 3Y 1.24% Nova Wealth Management, Inc. 0.99% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.95%

FAQ About CABOT WEALTH MANAGEMENT INC and VFMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CABOT WEALTH MANAGEMENT INC reported owning VFMO?

CABOT WEALTH MANAGEMENT INC reported VFMO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VFMO position in CABOT WEALTH MANAGEMENT INC's portfolio?

The largest reported portfolio weight for VFMO was 2.66% in 2026 Q1.

What is the latest reported VFMO position on this page?

The most recent filing on this page is 2026 Q1, when CABOT WEALTH MANAGEMENT INC reported 117,522 shares, equal to 2.66% of portfolio, with an estimated market value of $23.2M.

What does the chart on this VFMO ownership page compare?

The chart compares CABOT WEALTH MANAGEMENT INC's quarterly VFMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CABOT WEALTH MANAGEMENT INC time their VFMO position?

Based on 13F filing dates vs. subsequent VFMO price moves, CABOT WEALTH MANAGEMENT INC correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on VFMO relative to SPY over the holding period was +2.9%.

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