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
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All positions including Vanguard Small-Cap ETF held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $586k | 2.3k | 255.26 |
| 2025-06-30 | $566k | 2.4k | 240.13 |
| 2025-03-31 | $795k | 3.8k | 207.79 |
| 2024-12-31 | $1.1M | 4.8k | 240.26 |
| 2024-09-30 | $1.2M | 5.2k | 237.23 |
| 2024-06-30 | $1.4M | 6.2k | 228.19 |
| 2024-03-31 | $1.7M | 7.7k | 216.95 |