Cascade Wealth Advisors, Inc Vanguard Total Stock Market Et Transaction History
Cascade Wealth Advisors, Inc
- $145 Billion
- Q1 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 7,930 shares of VTI stock, worth $2.48 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
7,930
Previous 7,577
4.66%
Holding current value
$2.48 Million
Previous $2.2 Billion
4.78%
% of portfolio
1.45%
Previous 1.49%
Shares
5 transactions
Others Institutions Holding VTI
# of Institutions
3,511Shares Held
526MCall Options Held
1.09MPut Options Held
724K-
Vanguard Group Inc Valley Forge, PA55.9MShares$17.5 Billion0.29% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M045.5MShares$14.2 Billion57.19% of portfolio
-
Betterment LLC New York, NY26.1MShares$8.17 Billion17.01% of portfolio
-
Wealthfront Advisers LLC17.2MShares$5.38 Billion13.7% of portfolio
-
Morgan Stanley New York, NY13.4MShares$4.19 Billion0.27% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity