Badgley Phelps Wealth Managers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$909K	Sell	4,226 -350	-8%	-$78K	0.02%	205
2025 Q4	$1.01M	Buy	4,576 +621	+16%	+$136K	0.02%	196
2025 Q3	$857K	Sell	3,955 -41	-1%	-$8.61K	0.02%	193
2025 Q2	$821K	Hold	3,996	–	–	0.02%	189
2025 Q1	$775K	Buy	3,996 +1,496	+60%	+$297K	0.02%	186
2024 Q4	$489K	Hold	2,500	–	–	0.01%	213
2024 Q3	$497K	Buy	2,500 +47	+2%	+$8.95K	0.01%	208
2024 Q2	$450K	Sell	2,453 -141	-5%	-$25.4K	0.01%	204
2024 Q1	$474K	Sell	2,594 -439	-14%	-$77.1K	0.01%	199
2023 Q4	$517K	Buy	3,033 +396	+15%	+$63.7K	0.01%	189
2023 Q3	$410K	Sell	2,637 -1,854	-41%	-$301K	0.01%	180
2023 Q2	$730K	Buy	4,491 +3	+0.1%	+$470	0.02%	163
2023 Q1	$691K	Buy	4,488 +1,592	+55%	+$244K	0.03%	141
2022 Q4	$440K	Buy	2,896 +290	+11%	+$43.2K	0.02%	155
2022 Q3	$352K	Buy	2,606 +605	+30%	+$90K	0.02%	156
2022 Q2	$287K	Sell	2,001 -4,654	-70%	-$708K	0.01%	172
2022 Q1	$1.08M	Buy	6,655 +1,601	+32%	+$258K	0.04%	130
2021 Q4	$868K	Sell	5,054 -421	-8%	-$69.4K	0.03%	137
2021 Q3	$841K	Buy	+5,475	New	+$872K	0.03%	138

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Badgley Phelps Wealth Managers reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.6% in Q1 2026, selling an estimated $78K and leaving 4,226 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #205.

Badgley Phelps Wealth Managers first reported a position in VIG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q1 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Badgley Phelps Wealth Managers held 4,226 shares of Vanguard Dividend Appreciation ETF worth $909K as of Q1 2026.
Badgley Phelps Wealth Managers sold 350 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $78K.
Vanguard Dividend Appreciation ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #205 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's Vanguard Dividend Appreciation ETF position peaked at $1.08M in Q1 2022.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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