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Badgley Phelps Wealth Managers’s Vanguard Morningstar 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
Q2 		$664K Sell
2,734
-241
-8% -$56.1K 0.01% 226
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 $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Badgley Phelps Wealth Managers reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.1% in Q2 2026, selling an estimated $56.1K and leaving 2,734 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #226.

Badgley Phelps Wealth Managers first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Badgley Phelps Wealth Managers held 2,734 shares of Vanguard Morningstar Small-Cap Value ETF worth $664K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 241 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $56.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #226 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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