SEC 13F Intelligence

Cascade Wealth Advisors, Inc / VIG

Cascade Wealth Advisors, Inc’s Vanguard Specialized Funds Position

Does Cascade Wealth Advisors, Inc own Vanguard Specialized Funds (VIG)? Yes — 41.1K shares worth $9M (+4.11% of its 13F portfolio) as of Q1 2026, down from 41.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
41.1K
% of Portfolio
+4.11%
Quarters Held
9
currently held

Position History VIG

Reported value by quarter
Q1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $9MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $11MQ3 ’25: $8MQ3 ’25Q4 ’25: $9MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.1K$9M+4.11%
Q4 202541.3K$9M+4.26%
Q3 202539.1K$8M+4.18%
Q2 202554.9K$11M+6.42%
Q1 202546.2K$9M+5.95%
Q4 202447.6K$9M+6.31%
Q3 202447.1K$9M+6.67%
Q2 202446.8K$9M+6.44%
Q1 202444.2K$8M+6.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cascade Wealth Advisors, Inc’s full portfolio or all institutional holders of VIG.