Badgley Phelps Wealth Managers, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1895362 SEATTLE, WA

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$176,412,287

-$21,132,271 QoQ

Shares Held

673,535

-12.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$176,412,287	673,535	-12.1%	Shares	Sole	2026-04-15
2025-12-31	$197,544,558	765,825	+35.9%	Shares	Sole	2026-01-28
2025-09-30	$143,287,797	563,504	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$132,218,251	557,930	+3.0%	Shares	Sole	2025-07-16
2025-03-31	$120,114,657	541,667	+2.5%	Shares	Sole	2025-04-30
2024-12-31	$126,930,793	528,262	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$125,704,932	529,931	+1.1%	Shares	Sole	2024-10-18
2024-06-30	$114,304,199	524,235	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$118,899,258	520,142	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$109,573,541	513,634	+11.2%	Shares	Sole	2024-02-14
2023-09-30	$87,341,453	461,953	+3.3%	Shares	Sole	2023-11-02
2023-06-30	$88,963,298	447,299	+1.9%	Shares	Sole	2023-08-15
2023-03-31	$83,204,518	438,935	+2.4%	Shares	Sole	2023-04-28
2022-12-31	$78,661,022	428,577	+0.9%	Shares	Sole	2023-01-27
2022-09-30	$72,563,429	424,571	+2.0%	Shares	Sole	2022-11-09
2022-06-30	$73,320,932	416,336	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$88,179,435	414,923	+2.4%	Shares	Sole	2022-05-09
2021-12-31	$91,571,115	405,164	+4.9%	Shares	Sole	2022-02-08
2021-09-30	$84,423,676	386,078	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.