Badgley Phelps Wealth Managers’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.86M	Sell	32,330 -2,718	-8%	-$298K	0.07%	145
2026 Q1	$3.06M	Sell	35,048 -3,216	-8%	-$296K	0.06%	150
2025 Q4	$3.61M	Buy	38,264 +28,280	+283%	+$2.69M	0.07%	146
2025 Q3	$932K	Sell	9,984 -56	-0.6%	-$4.89K	0.02%	187
2025 Q2	$832K	Sell	10,040 -96	-0.9%	-$6.98K	0.02%	188
2025 Q1	$687K	Buy	10,136 +3,488	+52%	+$263K	0.02%	195
2024 Q4	$517K	Sell	6,648 -248	-4%	-$19K	0.01%	209
2024 Q3	$507K	Buy	6,896 +2,552	+59%	+$181K	0.01%	207
2024 Q2	$314K	Buy	+4,344	New	+$289K	0.01%	217
2024 Q1	–	Sell	-5,128	Closed	-$310K	–	271
2023 Q4	$310K	Buy	5,128 +1,024	+25%	+$57.1K	0.01%	214
2023 Q3	$213K	Sell	4,104 -2,048	-33%	-$111K	0.01%	218
2023 Q2	$340K	Sell	6,152 -6,248	-50%	-$314K	0.01%	198
2023 Q1	$597K	Sell	12,400 -3,920	-24%	-$173K	0.02%	146
2022 Q4	$652K	Buy	+16,320	New	+$666K	0.03%	142

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Badgley Phelps Wealth Managers reduced its Vanguard Information Technology ETF (VGT) stake by 7.8% in Q2 2026, selling an estimated $298K and leaving 32,330 shares worth $3.86M. The position accounts for 0.07% of the portfolio, ranked #145.

Badgley Phelps Wealth Managers first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Badgley Phelps Wealth Managers held 32,330 shares of Vanguard Information Technology ETF worth $3.86M as of Q2 2026.
Badgley Phelps Wealth Managers sold 2,718 Vanguard Information Technology ETF shares in Q2 2026, an estimated $298K.
Vanguard Information Technology ETF made up 0.07% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #145 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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