Cascade Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.93M	Sell	41,956 -3	-0%	-$689	0.86%	21
2026 Q1	$9.02M	Sell	41,959 -591	-1%	-$132K	0.93%	21
2025 Q4	$9.35M	Sell	42,550 -1,817	-4%	-$397K	0.95%	21
2025 Q3	$9.57M	Sell	44,367 -858	-2%	-$180K	1.1%	17
2025 Q2	$9.26M	Buy	45,225 +400	+0.9%	+$77.5K	1.11%	17
2025 Q1	$8.7M	Sell	44,825 -786	-2%	-$156K	1.1%	16
2024 Q4	$8.93M	Buy	45,611 +1,232	+3%	+$246K	1.16%	17
2024 Q3	$8.86M	Sell	44,379 -183	-0.4%	-$34.8K	1.11%	15
2024 Q2	$8.13M	Buy	44,562 +46	+0.1%	+$8.28K	1.07%	16
2024 Q1	$7.82M	Buy	+44,516	New	+$7.82M	1.13%	15

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cascade Financial Partners's VIG Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.01% in Q2 2026, selling an estimated $689 and leaving 41,956 shares worth $9.93M. The position accounts for 0.86% of the portfolio, ranked #21.

Cascade Financial Partners first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cascade Financial Partners held 41,956 shares of Vanguard Dividend Appreciation ETF worth $9.93M as of Q2 2026.
Cascade Financial Partners sold 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.86% of Cascade Financial Partners's portfolio in Q2 2026, its #21 holding.
Cascade Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.