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Badgley Phelps Wealth Managers’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.8M Buy
162,359
+2,550
+2% +$851K 0.98% 30
2026
Q1 		$47.8M Buy
159,809
+1,369
+0.9% +$428K 0.95% 27
2025
Q4 		$49.9M Sell
158,440
-8,171
-5% -$2.55M 0.91% 29
2025
Q3 		$51.4M Buy
166,611
+888
+0.5% +$263K 1.08% 25
2025
Q2 		$47.4M Buy
165,723
+1,581
+1% +$417K 1.05% 25
2025
Q1 		$42.2M Buy
164,142
+1,589
+1% +$430K 1.02% 25
2024
Q4 		$43.8M Buy
162,553
+2,549
+2% +$691K 1.02% 26
2024
Q3 		$42.3M Buy
160,004
+2,023
+1% +$513K 0.98% 26
2024
Q2 		$39.6M Buy
157,981
+276
+0.2% +$66.3K 0.98% 24
2024
Q1 		$37.8M Buy
157,705
+3,825
+2% +$875K 0.95% 28
2023
Q4 		$33.6M Buy
153,880
+2,765
+2% +$565K 0.92% 34
2023
Q3 		$29.6M Buy
151,115
+905
+0.6% +$184K 1.01% 29
2023
Q2 		$30.5M Buy
150,210
+3,812
+3% +$731K 1.01% 30
2023
Q1 		$27.3M Buy
146,398
+6,495
+5% +$1.18M 1.01% 29
2022
Q4 		$24.4M Sell
139,903
-8,791
-6% -$1.54M 0.98% 32
2022
Q3 		$24.3M Buy
148,694
+4,197
+3% +$763K 1.04% 29
2022
Q2 		$24.9M Sell
144,497
-127,930
-47% -$24M 1.02% 30
2022
Q1 		$56.8M Buy
272,427
+16,484
+6% +$3.39M 1.98% 10
2021
Q4 		$56.6M Buy
255,943
+33,969
+15% +$7.28M 1.84% 9
2021
Q3 		$44.6M Buy
+221,974
New +$45.9M 1.62% 12

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Badgley Phelps Wealth Managers increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.6% in Q2 2026, buying an estimated $851K and bringing the position to 162,359 shares worth $55.8M. The position accounts for 0.98% of the portfolio, ranked #30.

Badgley Phelps Wealth Managers first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $56.8M in Q1 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Badgley Phelps Wealth Managers held 162,359 shares of Vanguard Morningstar Large-Cap ETF worth $55.8M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 2,550 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $851K.
  • Vanguard Morningstar Large-Cap ETF made up 0.98% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #30 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Vanguard Morningstar Large-Cap ETF position peaked at $56.8M in Q1 2022.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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