Cascade Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.24M	Sell	69,774 -347,574	-83%	-$29.2M	2.51%	16
2026 Q1	$6.04M	Buy	417,348 +347,682	+499%	+$27M	2.65%	18
2025 Q4	$5.69M	Sell	69,666 -1,332	-2%	-$108K	2.62%	17
2025 Q3	$5.87M	Sell	70,998 -108	-0.2%	-$8.25K	2.89%	15
2025 Q2	$5.44M	Sell	71,106 -9,582	-12%	-$631K	3.08%	13
2025 Q1	$4.87M	Sell	80,688 -2,016	-2%	-$136K	3.37%	13
2024 Q4	$5.66M	Sell	82,704 -9,792	-11%	-$658K	3.83%	11
2024 Q3	$5.92M	Sell	92,496 -4,956	-5%	-$307K	4.23%	10
2024 Q2	$5.83M	Sell	97,452 -21,210	-18%	-$1.24M	4.31%	10
2024 Q1	$6.75M	Buy	+118,662	New	+$6.53M	5.74%	7

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cascade Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $29.2M and leaving 69,774 shares worth $6.24M. The position accounts for 2.51% of the portfolio, ranked #16.

Cascade Wealth Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.75M in Q1 2024. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cascade Wealth Advisors held 69,774 shares of Vanguard Morningstar Growth ETF worth $6.24M as of Q2 2026.
Cascade Wealth Advisors sold 347,574 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.2M.
Vanguard Morningstar Growth ETF made up 2.51% of Cascade Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Cascade Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $6.75M in Q1 2024.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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