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Vanguard Value ETF shares owned by Cascade Investment Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Cascade Investment Advisors from 13F filings

Historical chart of Cascade Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Cascade Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Cascade Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 1.5k 190.99
2025-09-30 $275k 1.5k 186.49
2023-03-31 $19k 138 138.11
2022-06-30 $5.4k 41 131.88
2019-12-31 $12k 100 119.85
2019-09-30 $11k 100 111.62