Badgley Phelps Wealth Managers
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
Q3 		$1.49M Buy
16,540
+1,277
+8% +$112K 0.03% 178
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% -$7.94K 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Badgley Phelps Wealth Managers's VUG Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.4% in Q3 2026, buying an estimated $112K and bringing the position to 16,540 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #178.

Badgley Phelps Wealth Managers first reported a position in VUG in Q3 2021 and has held it in 21 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Badgley Phelps Wealth Managers held 16,540 shares of Vanguard Morningstar Growth ETF worth $1.49M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 1,277 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $112K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #178 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.