Badgley Phelps Wealth Managers’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Sell	2,722 -9	-0.3%	-$1.68K	0.01%	244
2025 Q4	$484K	Buy	+2,731	New	+$478K	0.01%	243
2023 Q3	–	Sell	-1,752	Closed	-$242K	–	238
2023 Q2	$242K	Buy	1,752 +1	+0.1%	+$133	0.01%	219
2023 Q1	$235K	Sell	1,751 -2,087	-54%	-$290K	0.01%	193
2022 Q4	$519K	Buy	3,838 +2,087	+119%	+$280K	0.02%	150
2022 Q3	$213K	Sell	1,751 -79	-4%	-$10.7K	0.01%	186
2022 Q2	$237K	Sell	1,830 -67	-4%	-$9.48K	0.01%	182
2022 Q1	$284K	Sell	1,897 -60	-3%	-$8.82K	0.01%	180
2021 Q4	$294K	Buy	+1,957	New	+$287K	0.01%	184

Other funds holding VOE

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Badgley Phelps Wealth Managers reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.33% in Q1 2026, selling an estimated $1.68K and leaving 2,722 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #244.

Badgley Phelps Wealth Managers first reported a position in VOE in Q4 2021 and has held it in 9 quarters since. The position peaked at $519K in Q4 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Badgley Phelps Wealth Managers held 2,722 shares of Vanguard Mid-Cap Value ETF worth $502K as of Q1 2026.
Badgley Phelps Wealth Managers sold 9 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.68K.
Vanguard Mid-Cap Value ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #244 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
Badgley Phelps Wealth Managers's Vanguard Mid-Cap Value ETF position peaked at $519K in Q4 2022.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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