Badgley Phelps Wealth Managers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$778K	Hold	5,885	–	–	0.01%	217
2026 Q1	$661K	Sell	5,885 -77	-1%	-$9.14K	0.01%	224
2025 Q4	$721K	Buy	5,962 +3,964	+198%	+$476K	0.01%	213
2025 Q3	$237K	Hold	1,998	–	–	0.01%	278
2025 Q2	$219K	Sell	1,998 -74	-4%	-$7.46K	﹤0.01%	282
2025 Q1	$203K	Buy	+2,072	New	+$217K	﹤0.01%	293

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Badgley Phelps Wealth Managers's ESGV Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 5,885 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #217.

Badgley Phelps Wealth Managers first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Badgley Phelps Wealth Managers held 5,885 shares of Vanguard ESG US Stock ETF worth $778K as of Q2 2026.
Badgley Phelps Wealth Managers left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #217 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.