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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 1,370 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.
1,370 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.