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Vanguard Scottsdale Fds vng rus1000grw shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Vanguard Scottsdale Fds vng rus1000grw (VONG) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in Vanguard Scottsdale Fds vng rus1000grw

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds vng rus1000grw 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 Scottsdale Fds vng rus1000grw by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 58k 123.96
2025-06-30 $5.7M 50k 114.78
2025-03-31 $5.1M 56k 90.55
2024-12-31 $6.6M 64k 103.30
2024-09-30 $6.7M 70k 96.52
2024-06-30 $6.4M 71k 90.10
2024-03-31 $7.7M 90k 85.63

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

Top funds holding Vanguard Scottsdale Fds vng rus1000grw

Cetera Investment Advisers
H D Vest Advisory Services
Morgan Stanley
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Sequoia Financial Advisors
Raymond James Financial
Equitable Holdings
Commonwealth Equity Services
SageView Advisory Group
Branch Banking & Trust Company

View all funds holding Vanguard Scottsdale Fds vng rus1000grw