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Cascade Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Cascade Financial Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Buy
2,785
+51
+2% +$34K 0.17% 87
2026
Q1 		$1.63M Sell
2,734
-113
-4% -$70.7K 0.17% 91
2025
Q4 		$1.79M Buy
2,847
+18
+0.6% +$11.2K 0.18% 87
2025
Q3 		$1.73M Buy
2,829
+79
+3% +$46.6K 0.2% 88
2025
Q2 		$1.56M Sell
2,750
-244
-8% -$128K 0.19% 87
2025
Q1 		$1.54M Buy
2,994
+75
+3% +$40.5K 0.19% 86
2024
Q4 		$1.57M Buy
2,919
+40
+1% +$21.7K 0.21% 76
2024
Q3 		$1.54M Sell
2,879
-29
-1% -$14.7K 0.19% 76
2024
Q2 		$1.45M Sell
2,908
-1,809
-38% -$870K 0.19% 77
2024
Q1 		$2.21M Buy
+4,717
New +$2.16M 0.32% 53

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Cascade Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, buying an estimated $34K and bringing the position to 2,785 shares worth $1.91M. The position accounts for 0.17% of the portfolio, ranked #87.

Cascade Financial Partners first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q1 2024. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cascade Financial Partners held 2,785 shares of Vanguard S&P 500 ETF worth $1.91M as of Q2 2026.
  • Cascade Financial Partners bought 51 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34K.
  • Vanguard S&P 500 ETF made up 0.17% of Cascade Financial Partners's portfolio in Q2 2026, its #87 holding.
  • Cascade Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Vanguard S&P 500 ETF position peaked at $2.21M in Q1 2024.
  • 4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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