Vanguard Value ETF shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.9M | 20k | 198.29 |
| 2025-09-30 | $3.6M | 19k | 186.98 |
| 2025-06-30 | $3.4M | 19k | 177.99 |
| 2025-03-31 | $3.5M | 22k | 163.25 |
| 2024-12-31 | $3.9M | 23k | 169.30 |
| 2024-09-30 | $4.3M | 24k | 174.57 |
| 2024-06-30 | $4.1M | 25k | 164.82 |
| 2024-03-31 | $4.4M | 28k | 156.28 |