Cascade Financial Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2021208
SAN DIEGO, CA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,551,614
+$34,868 QoQ
Shares Held
5,924
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,551,614 | 5,924 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,516,746 | 5,880 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,495,166 | 5,880 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,396,760 | 5,894 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,264,196 | 5,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,386,415 | 5,770 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,370,836 | 5,779 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,260,053 | 5,779 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,432,573 | 6,267 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||