Cascade Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Other funds holding VOO
VGA
AA
Cascade Wealth Advisors's VOO Position: Q1 2026 in Review
Cascade Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q1 2026, buying an estimated $29.4K and bringing the position to 599 shares worth $406K. The position accounts for 0.18% of the portfolio, ranked #46.
Cascade Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 5 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Cascade Wealth Advisors held 599 shares of Vanguard S&P 500 ETF worth $406K as of Q1 2026.
- Cascade Wealth Advisors bought 47 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $29.4K.
- Vanguard S&P 500 ETF made up 0.18% of Cascade Wealth Advisors's portfolio in Q1 2026, its #46 holding.
- Cascade Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 5 quarters since.
- 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.