CIG
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Cascade Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cascade Investment Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3M Sell
71,159
-131
-0.2% -$46.8K 14.77% 1
2026
Q1 		$22.9M Buy
71,290
+19
+0% +$6.38K 15.06% 1
2025
Q4 		$23.9M Sell
71,271
-619
-0.9% -$206K 15.95% 1
2025
Q3 		$23.6M Sell
71,890
-60
-0.1% -$19K 15.62% 1
2025
Q2 		$21.9M Buy
71,950
+1,095
+2% +$308K 15.27% 1
2025
Q1 		$19.5M Sell
70,855
-1,052
-1% -$306K 14.97% 1
2024
Q4 		$20.8M Buy
71,907
+489
+0.7% +$143K 14.9% 1
2024
Q3 		$20.2M Buy
71,418
+1,772
+3% +$483K 14.82% 1
2024
Q2 		$18.6M Buy
69,646
+903
+1% +$234K 14.54% 1
2024
Q1 		$17.9M Buy
68,743
+3,964
+6% +$981K 13.37% 1
2023
Q4 		$15.4M Buy
64,779
+4,015
+7% +$888K 12.4% 1
2023
Q3 		$12.9M Buy
60,764
+4,084
+7% +$904K 12.17% 1
2023
Q2 		$12.5M Buy
56,680
+591
+1% +$123K 11.41% 1
2023
Q1 		$11.4M Buy
56,089
+211
+0.4% +$42.2K 11.28% 1
2022
Q4 		$10.7M Buy
+55,878
New +$10.8M 11.12% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascade Investment Group's VTI Position: Q2 2026 in Review

Cascade Investment Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, selling an estimated $46.8K and leaving 71,159 shares worth $26.3M. The position accounts for 14.77% of the portfolio, ranked #1.

Cascade Investment Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cascade Investment Group held 71,159 shares of Vanguard Morningstar Total Stock Market ETF worth $26.3M as of Q2 2026.
  • Cascade Investment Group sold 131 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $46.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 14.77% of Cascade Investment Group's portfolio in Q2 2026, its #1 holding.
  • Cascade Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.