Cascade Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Cascade Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$612K	Sell	2,123 -23	-1%	-$6.22K	0.27%	43
2025 Q4	$586K	Sell	2,146 -148	-6%	-$37.9K	0.27%	42
2025 Q3	$586K	Sell	2,294 -62	-3%	-$15.4K	0.29%	36
2025 Q2	$566K	Sell	2,356 -1,471	-38%	-$328K	0.32%	35
2025 Q1	$795K	Sell	3,827 -954	-20%	-$228K	0.55%	27
2024 Q4	$1.15M	Sell	4,781 -426	-8%	-$105K	0.78%	25
2024 Q3	$1.24M	Sell	5,207 -945	-15%	-$215K	0.88%	25
2024 Q2	$1.4M	Sell	6,152 -1,564	-20%	-$343K	1.04%	25
2024 Q1	$1.67M	Buy	+7,716	New	+$1.66M	1.42%	22

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cascade Wealth Advisors's VB Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 1.1% in Q1 2026, selling an estimated $6.22K and leaving 2,123 shares worth $612K. The position accounts for 0.27% of the portfolio, ranked #43.

Cascade Wealth Advisors first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Cascade Wealth Advisors held 2,123 shares of Vanguard Small-Cap ETF worth $612K as of Q1 2026.
Cascade Wealth Advisors sold 23 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $6.22K.
Vanguard Small-Cap ETF made up 0.27% of Cascade Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Cascade Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Small-Cap ETF position peaked at $1.67M in Q1 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.