Cascade Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cascade Investment Advisors’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	$534K	Hold	6,204	–	–	0.29%	90
2026 Q1	$452K	Hold	6,204	–	–	0.27%	97
2025 Q4	$504K	Hold	6,204	–	–	0.3%	91
2025 Q3	$496K	Buy	6,204 +1,620	+35%	+$124K	0.3%	92
2025 Q2	$335K	Hold	4,584	–	–	0.22%	98
2025 Q1	$283K	Hold	4,584	–	–	0.19%	102
2024 Q4	$314K	Hold	4,584	–	–	0.2%	99
2024 Q3	$293K	Hold	4,584	–	–	0.19%	101
2024 Q2	$286K	Hold	4,584	–	–	0.19%	102
2024 Q1	$263K	Buy	+4,584	New	+$252K	0.17%	105

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 Investment Advisors's VUG Position: Q2 2026 in Review

Cascade Investment Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,204 shares worth $534K. The position accounts for 0.29% of the portfolio, ranked #90.

Cascade Investment Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,892 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cascade Investment Advisors held 6,204 shares of Vanguard Morningstar Growth ETF worth $534K as of Q2 2026.
Cascade Investment Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.29% of Cascade Investment Advisors's portfolio in Q2 2026, its #90 holding.
Cascade Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,892 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.