Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWA
Cascade Wealth Advisors’s
Vanguard Small-Cap Growth ETF
VBK
Stock Holding History
Cascade Wealth Advisors’s Portfolio
VBK Stock Details
VBK Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.68M
Hold
2025
Q4
$1.58M
Hold
2025
Q3
$1.48M
Hold
2025
Q2
$1.37M
Hold
2025
Q1
$1.17M
Hold
2024
Q4
$1.37M
Sell
2024
Q3
$1.77M
Sell
2024
Q2
$1.72M
Hold
2024
Q1
$1.67M
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close