Cascade Financial Partners’s Vanguard Morningstar 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 Q2	$13.1M	Sell	35,458 -189	-0.5%	-$67.6K	1.14%	19
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cascade Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q2 2026, selling an estimated $67.6K and leaving 35,458 shares worth $13.1M. The position accounts for 1.14% of the portfolio, ranked #19.

Cascade Financial Partners first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.4M in Q4 2024. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cascade Financial Partners held 35,458 shares of Vanguard Morningstar Total Stock Market ETF worth $13.1M as of Q2 2026.
Cascade Financial Partners sold 189 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $67.6K.
Vanguard Morningstar Total Stock Market ETF made up 1.14% of Cascade Financial Partners's portfolio in Q2 2026, its #19 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $18.4M in Q4 2024.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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