Cascade Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,444 shares of VBR stock, worth $510,747. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,444

Previous 2,484 1.61%

Holding current value

$510,747

Previous $484 Million 5.31%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$195.41 - $212.37 $7,816 - $8,494	-40 Reduced 1.61%	2,444 $510 Million
Q2 2025 Aug 07, 2025	SELL	$162.76 - $195.77 $45,247 - $54,424	-278 Reduced 10.07%	2,484 $484 Million
Q1 2025 May 13, 2025	BUY	$183.02 - $207.75 $146,965 - $166,823	803 Added 40.99%	2,762 $515 Million
Q4 2024 Feb 07, 2025	BUY	$197.36 - $217.3 $25,262 - $27,814	128 Added 6.99%	1,959 $388 Million
Q3 2024 Oct 24, 2024	BUY	$179.99 - $201.6 $19,798 - $22,176	110 Added 6.39%	1,831 $368 Million
Q2 2024 Jul 31, 2024	BUY	$177.65 - $191.11 $11,547 - $12,422	65 Added 3.93%	1,721 $314 Million
Q1 2024 May 14, 2024	BUY	$172.45 - $191.88 $285,577 - $317,753	1,656 New	1,656 $301 Million

Others Institutions Holding VBR

# of Institutions

1,770

Shares Held

91.2M

Call Options Held

57.9K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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Cascade Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History