Cascade Wealth Advisors’s Vanguard Morningstar 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 Q2	$651K	Buy	2,125 +2	+0.1%	+$573	0.26%	44
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cascade Wealth Advisors's VB Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.09% in Q2 2026, buying an estimated $573 and bringing the position to 2,125 shares worth $651K. The position accounts for 0.26% of the portfolio, ranked #44.

Cascade Wealth Advisors first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q1 2024. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cascade Wealth Advisors held 2,125 shares of Vanguard Morningstar Small-Cap ETF worth $651K as of Q2 2026.
Cascade Wealth Advisors bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
Vanguard Morningstar Small-Cap ETF made up 0.26% of Cascade Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Cascade Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.67M in Q1 2024.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.