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Badgley Phelps Wealth Managers’s Vanguard Financials ETF VFH Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,602
Closed -$215K – 221
2022
Q4 		$215K Buy
+2,602
New +$215K 0.01% 201

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's VFH Position: Q1 2023 in Review

Badgley Phelps Wealth Managers sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 2,602 shares — an estimated $215K sold.

Badgley Phelps Wealth Managers first reported a position in VFH in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Badgley Phelps Wealth Managers reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 2,602 Vanguard Financials ETF shares in Q1 2023, an estimated $215K.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's Vanguard Financials ETF position peaked at $215K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2023, filed 28 Apr 2023.