Cascade Financial Partners’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Cascade Financial Partners increased its Vanguard Growth ETF (VUG) stake by 0.47% in Q1 2026, buying an estimated $2.8K and bringing the position to 7,668 shares worth $558K. 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 9 quarters since. The position peaked at $620K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cascade Financial Partners held 7,668 shares of Vanguard Growth ETF worth $558K as of Q1 2026.
Cascade Financial Partners bought 36 Vanguard Growth ETF shares in Q1 2026, an estimated $2.8K.
Vanguard Growth ETF made up 0.06% of Cascade Financial Partners's portfolio in Q1 2026, its #158 holding.
Cascade Financial Partners first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Growth ETF position peaked at $620K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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