Cascade Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Cascade Financial Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Sell	2,904 -512	-15%	-$47.1K	0.03%	227
2025 Q4	$322K	Hold	3,416	–	–	0.03%	197
2025 Q3	$319K	Sell	3,416 -960	-22%	-$83.9K	0.04%	197
2025 Q2	$363K	Buy	4,376 +1,000	+30%	+$72.7K	0.04%	187
2025 Q1	$229K	Hold	3,376	–	–	0.03%	220
2024 Q4	$262K	Hold	3,376	–	–	0.03%	204
2024 Q3	$256K	Buy	3,376 +344	+11%	+$24.4K	0.03%	205
2024 Q2	$219K	Buy	+3,032	New	+$202K	0.03%	220

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cascade Financial Partners's VGT Position: Q1 2026 in Review

Cascade Financial Partners reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q1 2026, selling an estimated $47.1K and leaving 2,904 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #227.

Cascade Financial Partners first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $363K in Q2 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Cascade Financial Partners held 2,904 shares of Vanguard Information Technology ETF worth $253K as of Q1 2026.
Cascade Financial Partners sold 512 Vanguard Information Technology ETF shares in Q1 2026, an estimated $47.1K.
Vanguard Information Technology ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #227 holding.
Cascade Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
Cascade Financial Partners's Vanguard Information Technology ETF position peaked at $363K in Q2 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.