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Badgley Phelps Wealth Managers’s Vanguard Growth ETF VUG Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Sell
14,184
-102
-0.7% -$7.93K 0.02% 197
2025
Q4 		$1.16M Buy
14,286
+2,922
+26% +$237K 0.02% 187
2025
Q3 		$909K Sell
11,364
-2,496
-18% -$191K 0.02% 188
2025
Q2 		$1.01M Buy
13,860
+48
+0.3% +$3.16K 0.02% 176
2025
Q1 		$854K Sell
13,812
-954
-6% -$64.3K 0.02% 182
2024
Q4 		$1.01M Sell
14,766
-1,644
-10% -$110K 0.02% 175
2024
Q3 		$1.05M Buy
16,410
+654
+4% +$40.5K 0.02% 170
2024
Q2 		$983K Buy
15,756
+726
+5% +$42.3K 0.02% 168
2024
Q1 		$862K Sell
15,030
-1,308
-8% -$71.9K 0.02% 170
2023
Q4 		$847K Buy
16,338
+5,292
+48% +$255K 0.02% 167
2023
Q3 		$501K Buy
11,046
+1,932
+21% +$91.2K 0.02% 173
2023
Q2 		$430K Hold
9,114
– – 0.01% 184
2023
Q1 		$379K Sell
9,114
-252
-3% -$9.8K 0.01% 166
2022
Q4 		$333K Buy
9,366
+2,220
+31% +$81.7K 0.01% 171
2022
Q3 		$255K Buy
7,146
+24
+0.3% +$965 0.01% 173
2022
Q2 		$265K Sell
7,122
-9,444
-57% -$388K 0.01% 176
2022
Q1 		$794K Buy
16,566
+9,372
+130% +$443K 0.03% 139
2021
Q4 		$385K Hold
7,194
– – 0.01% 170
2021
Q3 		$348K Buy
+7,194
New +$358K 0.01% 172

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Badgley Phelps Wealth Managers reduced its Vanguard Growth ETF (VUG) stake by 0.71% in Q1 2026, selling an estimated $7.93K and leaving 14,184 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #197.

Badgley Phelps Wealth Managers first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Badgley Phelps Wealth Managers held 14,184 shares of Vanguard Growth ETF worth $1.03M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 102 Vanguard Growth ETF shares in Q1 2026, an estimated $7.93K.
  • Vanguard Growth ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #197 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Vanguard Growth ETF position peaked at $1.16M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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