Vault-13

Cabot-Wellington, LLC

BOSTON, MA · CIK 1353198 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$379.5m reported value +12.3% vs Q1 2026
5positions
100.0%in top 10
0 new 1 added 4 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 771,402 $285.4m75.21% 75.21% ReducedShares held: Q3 2025 673.7k, Q4 2025 667.3k, Q1 2026 779.2k, Q2 2026 771.4k -7.8k -7,751 -1.0%
2 ISHARES TR CORE MSCI EAFE IEFA IEFA 689,947 $66.6m17.56% 17.56% ReducedShares held: Q3 2025 750.0k, Q4 2025 737.2k, Q1 2026 711.0k, Q2 2026 689.9k -21.1k -21,097 -3.0%
3 ISHARES INC CORE MSCI EMKT IEMG IEMG 308,899 $25.6m6.74% 6.74% ReducedShares held: Q3 2025 307.6k, Q4 2025 305.4k, Q1 2026 316.5k, Q2 2026 308.9k -7.6k -7,628 -2.4%
4 VANGUARD INDEX FDS SMALL CP ETF VB VB 5,360 $1.6m0.43% 0.43% AddedShares held: Q3 2025 8.0k, Q4 2025 5.3k, Q1 2026 5.4k, Q2 2026 5.4k +6 +6 0.1%
5 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 1,445 $226.8k0.06% 0.06% ReducedShares held: Q3 2025 1.9k, Q4 2025 1.9k, Q1 2026 1.9k, Q2 2026 1.4k -414 -414 -22.3%