2026 Q1 Portfolio Activity
In 2026 Q1, Cabot-Wellington, LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 16.8%.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
VTI (73.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Cabot-Wellington, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 73.94% | 71.74% |
#1
Prev: #1
|
8.0 | 111,899 | 16.8% |
P
S
|
779,153 | $249,960,178 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IEFA
ISHARES TR
|
ETF | 19.04% | 21.15% |
#2
Prev: #2
|
6.0 | -26,196 | -3.6% |
P
S
|
711,044 | $64,370,830 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IEMG
ISHARES INC
|
ETF | 6.53% | 6.58% |
#3
Prev: #3
|
4.1 | 11,129 | 3.6% |
P
S
|
316,527 | $22,077,761 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.41% | 0.44% |
#4
Prev: #4
|
1.2 | 7 | 0.1% |
P
S
|
5,354 | $1,402,345 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.08% | 0.08% |
#5
Prev: #5
|
1.5 | no change | no change |
P
S
|
1,859 | $257,137 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-5 of 5 holdings