Badgley Phelps Wealth Managers, LLC Vanguard Small Cap ETF Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 563,504 shares of VB stock, worth $141 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
563,504
Previous 557,930
1.0%
Holding current value
$141 Million
Previous $132 Million
8.37%
% of portfolio
3.07%
Previous 2.98%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio