Cascade Wealth Advisors, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2018936
WENATCHEE, WA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$644,130
+$88,074 QoQ
Shares Held
2,125
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#377
of 556 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,130 | 2,125 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $556,056 | 2,123 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $553,560 | 2,146 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $583,318 | 2,294 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $558,324 | 2,356 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $848,637 | 3,827 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,148,778 | 4,781 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,235,152 | 5,207 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,341,382 | 6,152 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,763,800 | 7,716 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||