BPWM
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Badgley Phelps Wealth Managers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5M Sell
39,286
-1,104
-3% -$395K 0.25% 96
2026
Q1 		$13M Sell
40,390
-601
-1% -$202K 0.26% 94
2025
Q4 		$13.7M Sell
40,991
-669
-2% -$223K 0.25% 98
2025
Q3 		$13.7M Sell
41,660
-579
-1% -$183K 0.29% 86
2025
Q2 		$12.9M Sell
42,239
-1,976
-4% -$556K 0.29% 95
2025
Q1 		$12.2M Sell
44,215
-583
-1% -$169K 0.29% 87
2024
Q4 		$13M Sell
44,798
-668
-1% -$195K 0.3% 87
2024
Q3 		$12.9M Buy
45,466
+2,982
+7% +$813K 0.3% 93
2024
Q2 		$11.4M Buy
42,484
+768
+2% +$199K 0.28% 96
2024
Q1 		$10.8M Sell
41,716
-815
-2% -$202K 0.27% 99
2023
Q4 		$10.1M Buy
42,531
+763
+2% +$169K 0.28% 96
2023
Q3 		$8.87M Sell
41,768
-2,202
-5% -$487K 0.3% 94
2023
Q2 		$9.69M Sell
43,970
-7,274
-14% -$1.52M 0.32% 92
2023
Q1 		$10.5M Buy
51,244
+118
+0.2% +$23.6K 0.38% 86
2022
Q4 		$9.77M Buy
51,126
+4,266
+9% +$822K 0.39% 84
2022
Q3 		$8.41M Sell
46,860
-202
-0.4% -$40.3K 0.36% 92
2022
Q2 		$8.88M Sell
47,062
-1,682
-3% -$346K 0.36% 89
2022
Q1 		$11.1M Buy
48,744
+1,556
+3% +$350K 0.39% 87
2021
Q4 		$11.4M Buy
47,188
+5,490
+13% +$1.3M 0.37% 87
2021
Q3 		$9.26M Buy
+41,698
New +$9.51M 0.34% 94

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Badgley Phelps Wealth Managers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, selling an estimated $395K and leaving 39,286 shares worth $14.5M. The position accounts for 0.25% of the portfolio, ranked #96.

Badgley Phelps Wealth Managers first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Badgley Phelps Wealth Managers held 39,286 shares of Vanguard Morningstar Total Stock Market ETF worth $14.5M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,104 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $395K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #96 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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