Cascade Investment Group’s Vanguard Growth ETF VUG Stock Holding History

Cascade Investment Group’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	$456K	Buy	6,258 +792	+14%	+$61.6K	0.3%	82
2025 Q4	$444K	Buy	5,466 +270	+5%	+$21.9K	0.3%	78
2025 Q3	$415K	Hold	5,196	–	–	0.27%	84
2025 Q2	$380K	Hold	5,196	–	–	0.27%	86
2025 Q1	$321K	Hold	5,196	–	–	0.25%	93
2024 Q4	$355K	Buy	5,196 +534	+11%	+$35.9K	0.25%	92
2024 Q3	$298K	Hold	4,662	–	–	0.22%	102
2024 Q2	$291K	Sell	4,662 -60	-1%	-$3.5K	0.23%	98
2024 Q1	$271K	Buy	+4,722	New	+$260K	0.2%	117

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 Investment Group's VUG Position: Q1 2026 in Review

Cascade Investment Group increased its Vanguard Growth ETF (VUG) stake by 14% in Q1 2026, buying an estimated $61.6K and bringing the position to 6,258 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #82.

Cascade Investment Group first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cascade Investment Group held 6,258 shares of Vanguard Growth ETF worth $456K as of Q1 2026.
Cascade Investment Group bought 792 Vanguard Growth ETF shares in Q1 2026, an estimated $61.6K.
Vanguard Growth ETF made up 0.3% of Cascade Investment Group's portfolio in Q1 2026, its #82 holding.
Cascade Investment Group first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.