Cascade Wealth Advisors, Inc VCIT holdings history
VANGUARD INT-TERM CORPORATE · CUSIP 92206C870 · CIK 2018936
As of 2026-06-30, Cascade Wealth Advisors, Inc reported 144.05K VCIT (shares), valued at $11.73M, or 4.71% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 2.57%; reported value increased 0.75%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.71% | 144,050 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 5.11% | 140,444 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 5.63% | 145,383 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 6.97% | 169,031 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 5.27% | 112,552 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 6.35% | 114,167 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 4.32% | 79,562 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 3.38% | 56,445 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 3.10% | 51,987 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 1.09% | 16,284 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 1.09% | 16,284 | $1.28M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 3.10% | 51,987 | $4.20M | Shares increased 219.25%; reported value increased 226.91%, and weight changed +2.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 3.38% | 56,445 | $4.73M | Shares increased 8.58%; reported value increased 12.68%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 4.32% | 79,562 | $6.39M | Shares increased 40.95%; reported value increased 35.10%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 6.35% | 114,167 | $9.18M | Shares increased 43.49%; reported value increased 43.74%, and weight changed +2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 5.27% | 112,552 | $9.33M | Shares decreased 1.41%; reported value increased 1.61%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 6.97% | 169,031 | $14.15M | Shares increased 50.18%; reported value increased 51.72%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 5.63% | 145,383 | $12.20M | Shares decreased 13.99%; reported value decreased 13.81%, and weight changed -1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 5.11% | 140,444 | $11.64M | Shares decreased 3.40%; reported value decreased 4.57%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.71% | 144,050 | $11.73M | Shares increased 2.57%; reported value increased 0.75%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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