Cascade Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Cascade Wealth Advisors's VTI Position: Q2 2026 in Review
Cascade Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $88.3K and leaving 6,399 shares worth $2.44M. The position accounts for 0.98% of the portfolio, ranked #24.
Cascade Wealth Advisors first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.51M in Q2 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Cascade Wealth Advisors held 6,399 shares of Vanguard Morningstar Total Stock Market ETF worth $2.44M as of Q2 2026.
- Cascade Wealth Advisors sold 247 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $88.3K.
- Vanguard Morningstar Total Stock Market ETF made up 0.98% of Cascade Wealth Advisors's portfolio in Q2 2026, its #24 holding.
- Cascade Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
- Cascade Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.51M in Q2 2025.
- 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.