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Badgley Phelps Wealth Managers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.9M Buy
60,834
+378
+0.6% +$29.3K 0.09% 136
2026
Q1 		$4.34M Buy
60,456
+388
+0.6% +$28.8K 0.09% 135
2025
Q4 		$4.36M Buy
60,068
+4,568
+8% +$332K 0.08% 139
2025
Q3 		$4.09M Sell
55,500
-92
-0.2% -$6.61K 0.09% 129
2025
Q2 		$3.9M Buy
55,592
+696
+1% +$45.7K 0.09% 128
2025
Q1 		$3.55M Buy
54,896
+4,092
+8% +$275K 0.09% 130
2024
Q4 		$3.35M Sell
50,804
-440
-0.9% -$29.9K 0.08% 131
2024
Q3 		$3.38M Buy
51,244
+2,592
+5% +$163K 0.08% 127
2024
Q2 		$2.96M Sell
48,652
-32
-0.1% -$1.95K 0.07% 127
2024
Q1 		$3.04M Sell
48,684
-2,360
-5% -$139K 0.08% 125
2023
Q4 		$2.97M Buy
51,044
+16,332
+47% +$873K 0.08% 121
2023
Q3 		$1.81M Buy
34,712
+100
+0.3% +$5.48K 0.06% 132
2023
Q2 		$1.91M Sell
34,612
-200
-0.6% -$10.5K 0.06% 128
2023
Q1 		$1.84M Buy
34,812
+836
+2% +$44.5K 0.07% 120
2022
Q4 		$1.73M Buy
33,976
+29,320
+630% +$1.49M 0.07% 121
2022
Q3 		$219K Sell
4,656
-844
-15% -$44.1K 0.01% 182
2022
Q2 		$271K Buy
5,500
+1,328
+32% +$71.8K 0.01% 175
2022
Q1 		$248K Hold
4,172
– – 0.01% 192
2021
Q4 		$266K Sell
4,172
-280
-6% -$17.6K 0.01% 190
2021
Q3 		$263K Buy
+4,452
New +$269K 0.01% 189

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Badgley Phelps Wealth Managers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.63% in Q2 2026, buying an estimated $29.3K and bringing the position to 60,834 shares worth $4.9M. The position accounts for 0.09% of the portfolio, ranked #136.

Badgley Phelps Wealth Managers first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Badgley Phelps Wealth Managers held 60,834 shares of Vanguard Morningstar Mid-Cap ETF worth $4.9M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 378 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #136 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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