Cascade Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$295K	Buy	+2,722	New	+$323K	0.12%	59

Other funds holding VGT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cascade Wealth Advisors's VGT Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 2,722 shares worth $295K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.

1,627 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Cascade Wealth Advisors held 2,722 shares of Vanguard Information Technology ETF worth $295K as of Q3 2026.
Vanguard Information Technology ETF was a new Cascade Wealth Advisors position in Q3 2026.
Vanguard Information Technology ETF made up 0.12% of Cascade Wealth Advisors's portfolio in Q3 2026, its #59 holding.
1,627 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.