Cascades Capital Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.37M	Buy	88,672 +9,056	+11%	+$673K	2.67%	9
2025 Q4	$5.78M	Buy	79,616 +7,760	+11%	+$564K	2.42%	11
2025 Q3	$5.28M	Buy	71,856 +12,384	+21%	+$889K	2.32%	9
2025 Q2	$4.16M	Sell	59,472 -4,268	-7%	-$280K	2.14%	11
2025 Q1	$4.12M	Sell	63,740 -1,592	-2%	-$107K	2.22%	11
2024 Q4	$4.31M	Buy	65,332 +7,632	+13%	+$518K	2.3%	10
2024 Q3	$3.81M	Buy	+57,700	New	+$3.62M	2.1%	12

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Cascades Capital Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $673K and bringing the position to 88,672 shares worth $6.37M. The position accounts for 2.67% of the portfolio, ranked #9.

Cascades Capital Asset Management first reported a position in VO in Q3 2024 and has held it in 7 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Cascades Capital Asset Management held 88,672 shares of Vanguard Mid-Cap ETF worth $6.37M as of Q1 2026.
Cascades Capital Asset Management bought 9,056 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $673K.
Vanguard Mid-Cap ETF made up 2.67% of Cascades Capital Asset Management's portfolio in Q1 2026, its #9 holding.
Cascades Capital Asset Management first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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