Cascade Financial Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.24M	Sell	20,888 -70	-0.3%	-$21.9K	0.64%	36
2025 Q4	$6.6M	Sell	20,958 -561	-3%	-$175K	0.67%	29
2025 Q3	$6.62M	Sell	21,519 -200	-0.9%	-$59.2K	0.76%	25
2025 Q2	$6.2M	Sell	21,719 -133	-0.6%	-$35K	0.74%	27
2025 Q1	$5.62M	Sell	21,852 -2,112	-9%	-$572K	0.71%	29
2024 Q4	$6.46M	Sell	23,964 -284	-1%	-$77K	0.84%	22
2024 Q3	$6.5M	Sell	24,248 -1,482	-6%	-$376K	0.81%	24
2024 Q2	$6.42M	Sell	25,730 -530	-2%	-$127K	0.84%	21
2024 Q1	$6.16M	Buy	+26,260	New	+$6.01M	0.89%	21

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cascade Financial Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.33% in Q1 2026, selling an estimated $21.9K and leaving 20,888 shares worth $6.24M. The position accounts for 0.64% of the portfolio, ranked #36.

Cascade Financial Partners first reported a position in VV in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.62M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Cascade Financial Partners held 20,888 shares of Vanguard Morningstar Large-Cap ETF worth $6.24M as of Q1 2026.
Cascade Financial Partners sold 70 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $21.9K.
Vanguard Morningstar Large-Cap ETF made up 0.64% of Cascade Financial Partners's portfolio in Q1 2026, its #36 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Morningstar Large-Cap ETF position peaked at $6.62M in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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