Cascade Wealth Advisors Inc Has $5.66 Million Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Cascade Wealth Advisors Inc lowered its position in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 10.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,784 shares of the company’s stock after selling 1,632 shares during the quarter. Vanguard Growth ETF makes up about 3.8% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 11th largest position. Cascade Wealth Advisors Inc’s holdings in Vanguard Growth ETF were worth $5,657,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Decker Retirement Planning Inc. bought a new position in Vanguard Growth ETF in the fourth quarter valued at approximately $28,000. Human Investing LLC bought a new position in shares of Vanguard Growth ETF in the 4th quarter worth $28,000. Cardinal Strategic Wealth Guidance acquired a new stake in shares of Vanguard Growth ETF during the fourth quarter worth $33,000. Providence First Trust Co bought a new stake in Vanguard Growth ETF in the fourth quarter valued at about $33,000. Finally, Global Trust Asset Management LLC lifted its stake in Vanguard Growth ETF by 1,071.4% in the fourth quarter. Global Trust Asset Management LLC now owns 82 shares of the company’s stock valued at $34,000 after buying an additional 75 shares during the period.

Vanguard Growth ETF Trading Up 1.8 %

Shares of VUG opened at $405.73 on Monday. The stock has a market cap of $393.87 billion, a P/E ratio of 37.80 and a beta of 1.12. Vanguard Growth ETF has a 1 year low of $321.29 and a 1 year high of $429.11. The stock’s 50-day moving average price is $417.45 and its two-hundred day moving average price is $400.79.

About Vanguard Growth ETF

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.