Cascade Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$426K Buy
600
+1
+0.2% +$667 0.17% 48
2026
Q1
$406K Buy
599
+47
+9% +$29.4K 0.18% 46
2025
Q4
$353K Buy
552
+77
+16% +$47.9K 0.16% 48
2025
Q3
$298K Buy
+475
New +$280K 0.15% 50
2024
Q4
Sell
-398
Closed -$210K 50
2024
Q3
$210K Buy
+398
New +$202K 0.15% 48
2024
Q2
Sell
-738
Closed -$347K 52
2024
Q1
$347K Buy
+738
New +$338K 0.29% 40

Other funds holding VOO

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

Cascade Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q2 2026, buying an estimated $667 and bringing the position to 600 shares worth $426K. The position accounts for 0.17% of the portfolio, ranked #48.

Cascade Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 6 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cascade Wealth Advisors held 600 shares of Vanguard S&P 500 ETF worth $426K as of Q2 2026.
  • Cascade Wealth Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.17% of Cascade Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Cascade Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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