Cascade Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.41M	Buy	6,646 +208	+3%	+$69.8K	1.06%	24
2025 Q4	$2.21M	Sell	6,438 -1,004	-13%	-$334K	1.02%	24
2025 Q3	$2.49M	Sell	7,442 -590	-7%	-$186K	1.23%	21
2025 Q2	$2.51M	Buy	8,032 +102	+1%	+$28.7K	1.42%	19
2025 Q1	$2.09M	Buy	7,930 +353	+5%	+$103K	1.45%	18
2024 Q4	$2.2M	Buy	7,577 +828	+12%	+$242K	1.49%	21
2024 Q3	$1.91M	Sell	6,749 -513	-7%	-$140K	1.37%	21
2024 Q2	$1.94M	Sell	7,262 -272	-4%	-$70.4K	1.43%	21
2024 Q1	$1.91M	Buy	+7,534	New	+$1.86M	1.62%	18

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cascade Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 3.2% in Q1 2026, buying an estimated $69.8K and bringing the position to 6,646 shares worth $2.41M. The position accounts for 1.06% of the portfolio, ranked #24.

Cascade Wealth Advisors first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.51M in Q2 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Cascade Wealth Advisors held 6,646 shares of Vanguard Total Stock Market ETF worth $2.41M as of Q1 2026.
Cascade Wealth Advisors bought 208 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $69.8K.
Vanguard Total Stock Market ETF made up 1.06% of Cascade Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Cascade Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $2.51M in Q2 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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