Cascade Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.35M	Buy	65,644 +6,077	+10%	+$710K	3.67%	11
2025 Q4	$7.25M	Buy	59,567 +2,101	+4%	+$256K	3.35%	13
2025 Q3	$7.12M	Buy	57,466 +7,711	+15%	+$884K	3.51%	10
2025 Q2	$5.71M	Sell	49,755 -6,573	-12%	-$647K	3.23%	12
2025 Q1	$5.1M	Sell	56,328 -7,532	-12%	-$765K	3.53%	10
2024 Q4	$6.6M	Sell	63,860 -5,831	-8%	-$590K	4.46%	8
2024 Q3	$6.73M	Sell	69,691 -1,135	-2%	-$106K	4.81%	8
2024 Q2	$6.38M	Sell	70,826 -19,429	-22%	-$1.71M	4.72%	8
2024 Q1	$7.73M	Buy	+90,255	New	+$7.49M	6.57%	6

Other funds holding VONG

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cascade Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 10% in Q1 2026, buying an estimated $710K and bringing the position to 65,644 shares worth $8.35M. The position accounts for 3.67% of the portfolio, ranked #11.

Cascade Wealth Advisors first reported a position in VONG in Q1 2024 and has held it in 9 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Cascade Wealth Advisors held 65,644 shares of Vanguard Russell 1000 Growth ETF worth $8.35M as of Q1 2026.
Cascade Wealth Advisors bought 6,077 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $710K.
Vanguard Russell 1000 Growth ETF made up 3.67% of Cascade Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Cascade Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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