Cascade Investment Advisors’s Vanguard 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cascade Investment Advisors's VUG Position: Q2 2026 in Review

Cascade Investment Advisors held its Vanguard 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. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cascade Investment Advisors held 6,204 shares of Vanguard Growth ETF worth $534K as of Q2 2026.
Cascade Investment Advisors left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard 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 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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