Cascades Capital Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cascades Capital Asset Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.7M	Buy	133,957 +5,701	+4%	+$1.31M	11.72%	1
2026 Q1	$27.6M	Buy	128,256 +16,634	+15%	+$3.71M	11.56%	1
2025 Q4	$24.5M	Buy	111,622 +11,575	+12%	+$2.53M	10.27%	1
2025 Q3	$21.6M	Buy	100,047 +11,822	+13%	+$2.48M	9.5%	2
2025 Q2	$18.1M	Buy	88,225 +13,361	+18%	+$2.59M	9.28%	2
2025 Q1	$14.5M	Buy	74,864 +6,435	+9%	+$1.28M	7.84%	2
2024 Q4	$13.4M	Buy	68,429 +6,977	+11%	+$1.39M	7.15%	3
2024 Q3	$12.2M	Buy	+61,452	New	+$11.7M	6.7%	3

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cascades Capital Asset Management's VIG Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.4% in Q2 2026, buying an estimated $1.31M and bringing the position to 133,957 shares worth $31.7M. The position accounts for 11.72% of the portfolio, ranked #1.

Cascades Capital Asset Management first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cascades Capital Asset Management held 133,957 shares of Vanguard Dividend Appreciation ETF worth $31.7M as of Q2 2026.
Cascades Capital Asset Management bought 5,701 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.31M.
Vanguard Dividend Appreciation ETF made up 11.72% of Cascades Capital Asset Management's portfolio in Q2 2026, its #1 holding.
Cascades Capital Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.