Cascades Capital Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.2M	Buy	38,884 +1,782	+5%	+$1.11M	9.74%	2
2025 Q4	$23.3M	Sell	37,102 -6	-0%	-$3.73K	9.74%	2
2025 Q3	$22.7M	Buy	37,108 +1,423	+4%	+$839K	10%	1
2025 Q2	$20.3M	Sell	35,685 -5,507	-13%	-$2.89M	10.42%	1
2025 Q1	$21.2M	Sell	41,192 -3,195	-7%	-$1.73M	11.42%	1
2024 Q4	$23.9M	Sell	44,387 -1,188	-3%	-$643K	12.75%	1
2024 Q3	$24M	Buy	+45,575	New	+$23.2M	13.25%	1

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Cascades Capital Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q1 2026, buying an estimated $1.11M and bringing the position to 38,884 shares worth $23.2M. The position accounts for 9.74% of the portfolio, ranked #2.

Cascades Capital Asset Management first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $24M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Cascades Capital Asset Management held 38,884 shares of Vanguard S&P 500 ETF worth $23.2M as of Q1 2026.
Cascades Capital Asset Management bought 1,782 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.11M.
Vanguard S&P 500 ETF made up 9.74% of Cascades Capital Asset Management's portfolio in Q1 2026, its #2 holding.
Cascades Capital Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Cascades Capital Asset Management's Vanguard S&P 500 ETF position peaked at $24M in Q3 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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