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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Cascades Capital Asset Management's VIG Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2026, buying an estimated $3.71M and bringing the position to 128,256 shares worth $27.6M. The position accounts for 11.56% of the portfolio, ranked #1.

Cascades Capital Asset Management first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Cascades Capital Asset Management held 128,256 shares of Vanguard Dividend Appreciation ETF worth $27.6M as of Q1 2026.
Cascades Capital Asset Management bought 16,634 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.71M.
Vanguard Dividend Appreciation ETF made up 11.56% of Cascades Capital Asset Management's portfolio in Q1 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 7 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.