Cascades Capital Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cascades Capital Asset Management’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 Q2	$8.22M	Sell	95,395 -83	-0.1%	-$6.98K	3.04%	8
2026 Q1	$6.95M	Buy	95,478 +1,704	+2%	+$133K	2.91%	8
2025 Q4	$7.62M	Buy	93,774 +8,766	+10%	+$711K	3.19%	7
2025 Q3	$6.8M	Sell	85,008 -180	-0.2%	-$13.8K	2.99%	7
2025 Q2	$6.22M	Buy	85,188 +18	+0%	+$1.19K	3.2%	8
2025 Q1	$5.26M	Sell	85,170 -846	-1%	-$57K	2.84%	8
2024 Q4	$5.88M	Buy	86,016 +5,946	+7%	+$399K	3.14%	7
2024 Q3	$5.12M	Buy	+80,070	New	+$4.96M	2.82%	7

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cascades Capital Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.09% in Q2 2026, selling an estimated $6.98K and leaving 95,395 shares worth $8.22M. The position accounts for 3.04% of the portfolio, ranked #8.

Cascades Capital Asset Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cascades Capital Asset Management held 95,395 shares of Vanguard Morningstar Growth ETF worth $8.22M as of Q2 2026.
Cascades Capital Asset Management sold 83 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.98K.
Vanguard Morningstar Growth ETF made up 3.04% of Cascades Capital Asset Management's portfolio in Q2 2026, its #8 holding.
Cascades Capital Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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