Cascade Wealth Advisors Inc Has $30.38 Million Stake in Vanguard Growth ETF $VUG

Cascade Wealth Advisors Inc grew its stake in Vanguard Growth ETF (NYSEARCA:VUG) by 499.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 69,558 shares of the company’s stock after buying an additional 57,947 shares during the quarter. Vanguard Growth ETF makes up 12.2% of Cascade Wealth Advisors Inc’s portfolio, making the stock its biggest holding. Cascade Wealth Advisors Inc’s holdings in Vanguard Growth ETF were worth $30,382,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. DecisionPoint Financial LLC increased its holdings in Vanguard Growth ETF by 116.0% in the 4th quarter. DecisionPoint Financial LLC now owns 54 shares of the company’s stock worth $26,000 after acquiring an additional 29 shares in the last quarter. Turning Point Benefit Group Inc. purchased a new position in Vanguard Growth ETF during the third quarter valued at approximately $26,000. Byrne Asset Management LLC lifted its holdings in Vanguard Growth ETF by 520.0% during the fourth quarter. Byrne Asset Management LLC now owns 62 shares of the company’s stock valued at $30,000 after purchasing an additional 52 shares in the last quarter. Team Financial Group LLC lifted its holdings in Vanguard Growth ETF by 366.7% during the fourth quarter. Team Financial Group LLC now owns 70 shares of the company’s stock valued at $34,000 after purchasing an additional 55 shares in the last quarter. Finally, Strategic Wealth Advisors LLC bought a new position in shares of Vanguard Growth ETF in the fourth quarter worth approximately $35,000.

Vanguard Growth ETF Price Performance

Shares of NYSEARCA VUG opened at $86.13 on Wednesday. The firm has a fifty day moving average price of $86.62 and a 200-day moving average price of $81.52. The stock has a market cap of $222.80 billion, a PE ratio of 36.22 and a beta of 1.22. Vanguard Growth ETF has a 1 year low of $69.63 and a 1 year high of $90.60.

Vanguard Growth ETF Profile

Vanguard Growth Index Fund, formerly Vanguard Growth ETF, is an exchange-traded share class of Vanguard Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Growth Index (the Index). The Index is a diversified index of growth stocks of large United States companies. The Index represents the growth companies of the MSCI US Prime Market 750 Index. The MSCI US Prime Market 750 Index represents the universe of large-capitalization companies in the United States equity market.