BJL
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Brighton Jones LLC’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Brighton Jones LLC’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$801K Buy
4,899
+192
+4% +$29.8K 0.01% 593
2026
Q1 		$682K Buy
+4,707
New +$697K 0.02% 570
2025
Q4 		– Sell
-5,043
Closed -$695K – 595
2025
Q3 		$695K Buy
+5,043
New +$675K 0.02% 514

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brighton Jones LLC's MGV Position: Q2 2026 in Review

Brighton Jones LLC increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.1% in Q2 2026, buying an estimated $29.8K and bringing the position to 4,899 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #593.

Brighton Jones LLC first reported a position in MGV in Q3 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Brighton Jones LLC held 4,899 shares of Vanguard Morningstar Mega Cap Value ETF worth $801K as of Q2 2026.
  • Brighton Jones LLC bought 192 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #593 holding.
  • Brighton Jones LLC first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.