Cascade Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Cascade Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 24% in Q2 2026, buying an estimated $2.28M and bringing the position to 51,017 shares worth $12.5M. The position accounts for 5.03% of the portfolio, ranked #6.

Cascade Wealth Advisors first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

• Cascade Wealth Advisors held 51,017 shares of Vanguard Dividend Appreciation ETF worth $12.5M as of Q2 2026.
• Cascade Wealth Advisors bought 9,946 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.28M.
• Vanguard Dividend Appreciation ETF made up 5.03% of Cascade Wealth Advisors's portfolio in Q2 2026, its #6 holding.
• Cascade Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
• 2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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