Badgley Phelps Wealth Managers’s Vanguard Morningstar 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 Q2	$547K	Buy	2,769 +47	+2%	+$9.09K	0.01%	244
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 $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Badgley Phelps Wealth Managers increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.7% in Q2 2026, buying an estimated $9.09K and bringing the position to 2,769 shares worth $547K. 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 10 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Badgley Phelps Wealth Managers held 2,769 shares of Vanguard Morningstar Mid-Cap Value ETF worth $547K as of Q2 2026.
Badgley Phelps Wealth Managers bought 47 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.09K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #244 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 10 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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