Cascade Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Sell	7,600 -68	-0.9%	-$5.72K	0.06%	158
2026 Q1	$558K	Buy	7,668 +36	+0.5%	+$2.8K	0.06%	158
2025 Q4	$620K	Hold	7,632	–	–	0.06%	152
2025 Q3	$610K	Hold	7,632	–	–	0.07%	150
2025 Q2	$557K	Hold	7,632	–	–	0.07%	155
2025 Q1	$472K	Buy	7,632 +1,752	+30%	+$118K	0.06%	158
2024 Q4	$402K	Sell	5,880 -120	-2%	-$8.06K	0.05%	161
2024 Q3	$394K	Sell	6,000 -240	-4%	-$14.9K	0.05%	161
2024 Q2	$389K	Hold	6,240	–	–	0.05%	159
2024 Q1	$355K	Buy	+6,240	New	+$343K	0.05%	163

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cascade Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.89% in Q2 2026, selling an estimated $5.72K and leaving 7,600 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #158.

Cascade Financial Partners first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cascade Financial Partners held 7,600 shares of Vanguard Morningstar Growth ETF worth $655K as of Q2 2026.
Cascade Financial Partners sold 68 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.72K.
Vanguard Morningstar Growth ETF made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #158 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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