Cascade Wealth Advisors, Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2018936
WENATCHEE, WA
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,071,642
+$3,238,913 QoQ
Shares Held
51,017
+24.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
54.56%
of 13F equity value
Holder Rank
#136
of 591 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,071,642 | 51,017 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,832,729 | 41,071 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,075,375 | 41,293 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,433,936 | 39,084 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,229,014 | 54,864 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,965,635 | 46,217 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,328,753 | 47,637 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,329,220 | 47,103 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,543,887 | 46,803 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,070,266 | 44,194 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||