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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

Cascade Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, selling an estimated $132K and leaving 41,959 shares worth $9.02M. The position accounts for 0.93% of the portfolio, ranked #21.

Cascade Financial Partners first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.57M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Cascade Financial Partners held 41,959 shares of Vanguard Dividend Appreciation ETF worth $9.02M as of Q1 2026.
Cascade Financial Partners sold 591 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $132K.
Vanguard Dividend Appreciation ETF made up 0.93% of Cascade Financial Partners's portfolio in Q1 2026, its #21 holding.
Cascade Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $9.57M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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