Cascade Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Sell	35,647 -7,988	-18%	-$2.68M	1.18%	19
2025 Q4	$14.6M	Sell	43,635 -6,154	-12%	-$2.05M	1.48%	12
2025 Q3	$16.3M	Sell	49,789 -874	-2%	-$276K	1.87%	9
2025 Q2	$15.4M	Sell	50,663 -4,270	-8%	-$1.2M	1.85%	9
2025 Q1	$15.1M	Sell	54,933 -8,428	-13%	-$2.45M	1.9%	7
2024 Q4	$18.4M	Buy	63,361 +433	+0.7%	+$126K	2.39%	7
2024 Q3	$18.1M	Sell	62,928 -2,136	-3%	-$583K	2.27%	7
2024 Q2	$17.4M	Sell	65,064 -7,478	-10%	-$1.94M	2.29%	7
2024 Q1	$18.4M	Buy	+72,542	New	+$17.9M	2.64%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cascade Financial Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 18% in Q1 2026, selling an estimated $2.68M and leaving 35,647 shares worth $11.4M. The position accounts for 1.18% of the portfolio, ranked #19.

Cascade Financial Partners first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.4M in Q4 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Cascade Financial Partners held 35,647 shares of Vanguard Total Stock Market ETF worth $11.4M as of Q1 2026.
Cascade Financial Partners sold 7,988 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.68M.
Vanguard Total Stock Market ETF made up 1.18% of Cascade Financial Partners's portfolio in Q1 2026, its #19 holding.
Cascade Financial Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Total Stock Market ETF position peaked at $18.4M in Q4 2024.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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