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Disclosery

Cascade Financial Partners, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on VTI, newest first. How the timeline and the estimate are built.

Cascade Financial Partners, LLC held 35,458 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,458 shares
    Change vs previous 13F -189 shares

    1.14% of the 13F portfolio, value $13,120,978.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,647 shares
    Change vs previous 13F -7,988 shares

    1.18% of the 13F portfolio, value $11,436,021.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,635 shares
    Change vs previous 13F -6,154 shares

    1.48% of the 13F portfolio, value $14,629,524.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,789 shares
    Change vs previous 13F -874 shares

    1.87% of the 13F portfolio, value $16,339,150.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,663 shares
    Change vs previous 13F -4,270 shares

    1.85% of the 13F portfolio, value $15,398,064.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,933 shares
    Change vs previous 13F -8,428 shares

    1.9% of the 13F portfolio, value $15,097,839.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,361 shares
    Change vs previous 13F +433 shares

    2.39% of the 13F portfolio, value $18,362,507.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 62,928 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $18,101,317.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).