Cascade Wealth Advisors’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cascade Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 499% in Q1 2026, buying an estimated $27M and bringing the position to 417,348 shares worth $6.04M. The position accounts for 2.65% of the portfolio, ranked #18.

Cascade Wealth Advisors first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.75M in Q1 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cascade Wealth Advisors held 417,348 shares of Vanguard Growth ETF worth $6.04M as of Q1 2026.
Cascade Wealth Advisors bought 347,682 Vanguard Growth ETF shares in Q1 2026, an estimated $27M.
Vanguard Growth ETF made up 2.65% of Cascade Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Cascade Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Growth ETF position peaked at $6.75M in Q1 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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