Cascade Financial Partners, LLC Vanguard Small Cap ETF Transaction History

Cascade Financial Partners, LLC

$832 Billion
Q2 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,894 shares of VB stock, worth $1.53 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,894

Previous 5,701 3.39%

Holding current value

$1.53 Million

Previous $1.26 Billion 10.49%

% of portfolio

0.17%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$193.73 - $237.37 $37,389 - $45,812	193 Added 3.39%	5,894 $1.4 Billion
Q1 2025 May 13, 2025	SELL	$217.89 - $252.64 $15,034 - $17,432	-69 Reduced 1.2%	5,701 $1.26 Billion
Q4 2024 Feb 07, 2025	SELL	$233.76 - $261.58 $2,103 - $2,354	-9 Reduced 0.16%	5,770 $1.39 Billion
Q2 2024 Jul 31, 2024	SELL	$210.76 - $226.94 $102,850 - $110,746	-488 Reduced 7.79%	5,779 $1.26 Billion
Q1 2024 May 14, 2024	BUY	$204.0 - $228.59 $1.28 Million - $1.43 Million	6,267 New	6,267 $1.36 Billion

Others Institutions Holding VB

# of Institutions

2,411

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Account

Cascade Financial Partners, LLC Vanguard Small Cap ETF Transaction History