Brighton Jones LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Brighton Jones LLC’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.23M	Buy	13,962 +312	+2%	+$89.4K	0.08%	167
2026 Q1	$3.58M	Buy	+13,650	New	+$3.69M	0.08%	177
2025 Q4	–	Sell	-12,925	Closed	-$3.29M	–	907
2025 Q3	$3.29M	Buy	12,925 +98	+0.8%	+$24.3K	0.08%	144
2025 Q2	$3.04M	Buy	12,827 +684	+6%	+$153K	0.08%	138
2025 Q1	$2.69M	Buy	12,143 +165	+1%	+$39.4K	0.09%	133
2024 Q4	$2.88M	Buy	11,978 +3,200	+36%	+$787K	0.08%	125
2024 Q3	$2.08M	Sell	8,778 -3,024	-26%	-$687K	0.08%	133
2024 Q2	$2.57M	Buy	11,802 +620	+6%	+$136K	0.09%	118
2024 Q1	$2.56M	Buy	11,182 +251	+2%	+$54K	0.09%	117
2023 Q4	$2.33M	Buy	10,931 +1,086	+11%	+$209K	0.1%	118
2023 Q3	$1.86M	Buy	9,845 +811	+9%	+$162K	0.09%	124
2023 Q2	$1.8M	Buy	9,034 +1,083	+14%	+$205K	0.09%	132
2023 Q1	$1.51M	Sell	7,951 -434	-5%	-$84.2K	0.09%	141
2022 Q4	$1.54M	Buy	8,385 +75	+0.9%	+$13.9K	0.09%	127
2022 Q3	$1.42M	Sell	8,310 -941	-10%	-$178K	0.08%	126
2022 Q2	$1.63M	Sell	9,251 -587	-6%	-$113K	0.09%	113
2022 Q1	$2.09M	Sell	9,838 -97	-1%	-$20.4K	0.1%	105
2021 Q4	$2.25M	Sell	9,935 -321	-3%	-$72.9K	0.11%	98
2021 Q3	$2.24M	Buy	10,256 +1,447	+16%	+$322K	0.12%	85
2021 Q2	$1.99M	Buy	8,809 +83	+1%	+$18.4K	0.1%	90
2021 Q1	$1.87M	Buy	8,726 +75	+0.9%	+$15.8K	0.11%	89
2020 Q4	$1.68M	Buy	8,651 +325	+4%	+$57.3K	0.1%	89
2020 Q3	$1.28M	Buy	8,326 +500	+6%	+$76.8K	0.09%	95
2020 Q2	$1.14M	Sell	7,826 -7,059	-47%	-$948K	0.09%	96
2020 Q1	$1.72M	Buy	14,885 +548	+4%	+$82.4K	0.18%	57
2019 Q4	$2.38M	Buy	14,337 +1,406	+11%	+$224K	0.26%	49
2019 Q3	$1.99M	Buy	12,931 +1,607	+14%	+$249K	0.23%	56
2019 Q2	$1.77M	Buy	11,324 +615	+6%	+$95K	0.21%	63
2019 Q1	$1.64M	Buy	10,709 +91	+0.9%	+$13.5K	0.2%	71
2018 Q4	$1.4M	Sell	10,618 -1,192	-10%	-$174K	0.2%	67
2018 Q3	$1.92M	Sell	11,810 -1,272	-10%	-$206K	0.24%	49
2018 Q2	$2.04M	Buy	13,082 +115	+0.9%	+$17.6K	0.26%	44
2018 Q1	$1.91M	Sell	12,967 -3,707	-22%	-$553K	0.26%	46
2017 Q4	$2.46M	Buy	16,674 +1,468	+10%	+$212K	0.3%	38
2017 Q3	$2.15M	Buy	15,206 +62	+0.4%	+$8.45K	0.28%	40
2017 Q2	$2.05M	Buy	+15,144	New	+$2.03M	0.29%	39
2017 Q1	–	Sell	-3,650	Closed	-$471K	–	131
2016 Q4	$471K	Sell	3,650 -11,540	-76%	-$1.43M	0.18%	45
2016 Q3	$1.86M	Buy	15,190 +1,502	+11%	+$182K	0.3%	42
2016 Q2	$1.58M	Buy	13,688 +4,452	+48%	+$506K	0.28%	46
2016 Q1	$1.03M	Buy	9,236 +1,283	+16%	+$133K	0.19%	67
2015 Q4	$880K	Buy	7,953 +934	+13%	+$106K	0.17%	73
2015 Q3	$758K	Buy	7,019 +2,031	+41%	+$237K	0.16%	77
2015 Q2	$606K	Buy	4,988 +212	+4%	+$26K	0.14%	82
2015 Q1	$585K	Buy	4,776 +119	+3%	+$14.1K	0.13%	86
2014 Q4	$543K	Buy	4,657 +65	+1%	+$7.4K	0.12%	93
2014 Q3	$508K	Hold	4,592	–	–	0.11%	102
2014 Q2	$538K	Sell	4,592 -8,678	-65%	-$971K	0.12%	91
2014 Q1	$1.5M	Buy	13,270 +1	+0%	+$111	0.35%	35
2013 Q4	$1.46M	Buy	13,269 +170	+1%	+$18.1K	0.33%	39
2013 Q3	$1.34M	Hold	13,099	–	–	0.35%	34
2013 Q2	$1.23M	Buy	+13,099	New	+$1.21M	0.37%	29

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Brighton Jones LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, buying an estimated $89.4K and bringing the position to 13,962 shares worth $4.23M. The position accounts for 0.08% of the portfolio, ranked #167.

Brighton Jones LLC first reported a position in VB in Q2 2013 and has held it in 51 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Brighton Jones LLC held 13,962 shares of Vanguard Morningstar Small-Cap ETF worth $4.23M as of Q2 2026.
Brighton Jones LLC bought 312 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $89.4K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Brighton Jones LLC's portfolio in Q2 2026, its #167 holding.
Brighton Jones LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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