BPWM
VBR icon

Badgley Phelps Wealth Managers’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$646K Buy
2,975
+584
+24% +$131K 0.01% 225
2025
Q4 		$506K Buy
+2,391
New +$501K 0.01% 236

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Badgley Phelps Wealth Managers's VBR Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Small-Cap Value ETF (VBR) stake by 24% in Q1 2026, buying an estimated $131K and bringing the position to 2,975 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #225.

Badgley Phelps Wealth Managers first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Badgley Phelps Wealth Managers held 2,975 shares of Vanguard Small-Cap Value ETF worth $646K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 584 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $131K.
  • Vanguard Small-Cap Value ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #225 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.