Cascade Wealth Advisors »

Vanguard Small-Cap ETF shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 7.7k 216.95

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors

View all funds holding Vanguard Small-Cap ETF