Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History

Cascade Wealth Advisors, Inc

$177 Billion
Q2 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,356 shares of VB stock, worth $610,863. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,356

Previous 3,827 38.44%

Holding current value

$610,863

Previous $795 Million 28.86%

% of portfolio

0.32%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$193.73 - $237.37 $284,976 - $349,171	-1,471 Reduced 38.44%	2,356 $566 Million
Q1 2025 May 09, 2025	SELL	$217.89 - $252.64 $207,867 - $241,018	-954 Reduced 19.95%	3,827 $795 Million
Q4 2024 Feb 05, 2025	SELL	$233.76 - $261.58 $99,581 - $111,433	-426 Reduced 8.18%	4,781 $1.15 Billion
Q3 2024 Oct 15, 2024	SELL	$214.77 - $237.72 $202,957 - $224,645	-945 Reduced 15.36%	5,207 $1.24 Billion
Q2 2024 Jul 26, 2024	SELL	$210.76 - $226.94 $329,628 - $354,934	-1,564 Reduced 20.27%	6,152 $1.4 Billion
Q1 2024 Apr 15, 2024	BUY	$204.0 - $228.59 $1.57 Million - $1.76 Million	7,716 New	7,716 $1.67 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 Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Account

Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History