Badgley Phelps Wealth Managers’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Sell	4,373 -562	-11%	-$351K	0.05%	156
2025 Q4	$3.09M	Buy	4,935 +1,319	+36%	+$820K	0.06%	151
2025 Q3	$2.22M	Buy	3,616 +74	+2%	+$43.6K	0.05%	153
2025 Q2	$2.02M	Buy	3,542 +203	+6%	+$107K	0.04%	156
2025 Q1	$1.72M	Sell	3,339 -16	-0.5%	-$8.65K	0.04%	156
2024 Q4	$1.81M	Sell	3,355 -1,152	-26%	-$624K	0.04%	152
2024 Q3	$2.39M	Sell	4,507 -324	-7%	-$165K	0.06%	141
2024 Q2	$2.42M	Sell	4,831 -337	-7%	-$162K	0.06%	135
2024 Q1	$2.48M	Buy	5,168 +62	+1%	+$28.4K	0.06%	130
2023 Q4	$2.23M	Buy	5,106 +366	+8%	+$150K	0.06%	128
2023 Q3	$1.86M	Sell	4,740 -349	-7%	-$143K	0.06%	128
2023 Q2	$2.07M	Sell	5,089 -156	-3%	-$60.2K	0.07%	124
2023 Q1	$1.97M	Sell	5,245 -306	-6%	-$112K	0.07%	117
2022 Q4	$1.95M	Sell	5,551 -118	-2%	-$41.7K	0.08%	116
2022 Q3	$1.86M	Sell	5,669 -142	-2%	-$51.9K	0.08%	115
2022 Q2	$2.02M	Buy	5,811 +725	+14%	+$273K	0.08%	117
2022 Q1	$2.11M	Sell	5,086 -11	-0.2%	-$4.5K	0.07%	119
2021 Q4	$2.23M	Buy	5,097 +92	+2%	+$38.8K	0.07%	121
2021 Q3	$1.97M	Buy	+5,005	New	+$2.03M	0.07%	119

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Badgley Phelps Wealth Managers reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $351K and leaving 4,373 shares worth $2.61M. The position accounts for 0.05% of the portfolio, ranked #156.

Badgley Phelps Wealth Managers first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.09M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Badgley Phelps Wealth Managers held 4,373 shares of Vanguard S&P 500 ETF worth $2.61M as of Q1 2026.
Badgley Phelps Wealth Managers sold 562 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $351K.
Vanguard S&P 500 ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #156 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's Vanguard S&P 500 ETF position peaked at $3.09M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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