Cascade Investment Group’s Vanguard Morningstar 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 Q2	$546K	Buy	6,341 +83	+1%	+$6.98K	0.31%	78
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 $1.55T 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 Group's VUG Position: Q2 2026 in Review

Cascade Investment Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $6.98K and bringing the position to 6,341 shares worth $546K. The position accounts for 0.31% of the portfolio, ranked #78.

Cascade Investment Group first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cascade Investment Group held 6,341 shares of Vanguard Morningstar Growth ETF worth $546K as of Q2 2026.
Cascade Investment Group bought 83 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.98K.
Vanguard Morningstar Growth ETF made up 0.31% of Cascade Investment Group's portfolio in Q2 2026, its #78 holding.
Cascade Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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