Badgley Phelps Wealth Managers, LLC Vanguard Small Cap ETF Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.07 Billion
- Q1 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 541,667 shares of VB stock, worth $130 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
541,667
Previous 528,262
2.54%
Holding current value
$130 Million
Previous $127 Million
5.37%
% of portfolio
2.95%
Previous 3.01%
Shares
15 transactions
Others Institutions Holding VB
# of Institutions
2,370Shares Held
166MCall Options Held
78.1KPut Options Held
52.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.79 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Royal Bank Of Canada Toronto, A64.97MShares$1.2 Billion0.24% of portfolio