BPWM
VUG icon

Badgley Phelps Wealth Managers’s Vanguard Morningstar 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
Q2 		$1.31M Buy
15,263
+1,079
+8% +$90.8K 0.02% 187
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Badgley Phelps Wealth Managers increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.6% in Q2 2026, buying an estimated $90.8K and bringing the position to 15,263 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #187.

Badgley Phelps Wealth Managers first reported a position in VUG in Q3 2021 and has held it in 20 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Badgley Phelps Wealth Managers held 15,263 shares of Vanguard Morningstar Growth ETF worth $1.31M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 1,079 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $90.8K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #187 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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