Badgley Phelps Wealth Managers, LLC Vanguard Small Cap ETF Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
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 520,142 shares of VB stock, worth $113 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
520,142
Previous 513,634
1.27%
Holding current value
$113 Million
Previous $110 Million
8.51%
% of portfolio
3.16%
Previous 3.03%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
1,969Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.25 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$956 Million0.24% of portfolio