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Vanguard Large-Cap ETF shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.4M 26k 249.62

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Cascade Financial Partners

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
Strategic Financial Concepts
UBS Group
Pnc Financial Services
Charles Schwab Investment Management
FMR
Johnson Financial
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard Large-Cap ETF