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Vanguard Small-Cap Growth ETF shares owned by Cascade Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth 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 Growth ETF by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 4.9k 302.56
2025-06-30 $1.4M 4.9k 278.94
2025-03-31 $1.2M 4.9k 238.48
2024-12-31 $1.4M 4.9k 280.06
2024-09-30 $1.8M 6.6k 267.37
2024-06-30 $1.7M 6.7k 256.13
2024-03-31 $1.7M 6.7k 247.95