BJL
VBK icon

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

Brighton Jones LLC’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.57M Buy
+15,107
New +$4.75M 0.1% 138
2025
Q4 		– Sell
-14,381
Closed -$4.28M – 908
2025
Q3 		$4.28M Sell
14,381
-366
-2% -$106K 0.1% 122
2025
Q2 		$4.08M Buy
14,747
+3,123
+27% +$804K 0.11% 114
2025
Q1 		$2.93M Buy
11,624
+464
+4% +$129K 0.09% 121
2024
Q4 		$3.13M Buy
11,160
+142
+1% +$40.1K 0.09% 115
2024
Q3 		$2.95M Sell
11,018
-151
-1% -$38.7K 0.11% 98
2024
Q2 		$2.79M Sell
11,169
-293
-3% -$73.1K 0.09% 111
2024
Q1 		$2.99M Buy
11,462
+7
+0.1% +$1.72K 0.11% 103
2023
Q4 		$2.77M Sell
11,455
-26
-0.2% -$5.64K 0.12% 100
2023
Q3 		$2.46M Buy
11,481
+69
+0.6% +$15.7K 0.12% 95
2023
Q2 		$2.62M Buy
11,412
+110
+1% +$23.9K 0.13% 96
2023
Q1 		$2.45M Buy
11,302
+307
+3% +$66.4K 0.14% 94
2022
Q4 		$2.2M Buy
10,995
+309
+3% +$63.2K 0.13% 94
2022
Q3 		$2.08M Buy
10,686
+239
+2% +$51.3K 0.12% 94
2022
Q2 		$2.06M Buy
10,447
+4
+0% +$867 0.12% 97
2022
Q1 		$2.59M Buy
10,443
+32
+0.3% +$7.88K 0.12% 85
2021
Q4 		$2.93M Sell
10,411
-27
-0.3% -$7.74K 0.14% 81
2021
Q3 		$2.92M Buy
10,438
+65
+0.6% +$18.6K 0.15% 70
2021
Q2 		$3.01M Buy
10,373
+1,171
+13% +$328K 0.15% 67
2021
Q1 		$2.53M Sell
9,202
-176
-2% -$49.6K 0.15% 68
2020
Q4 		$2.51M Buy
9,378
+4,185
+81% +$1.01M 0.16% 62
2020
Q3 		$1.12M Buy
5,193
+4
+0.1% +$845 0.08% 108
2020
Q2 		$1.04M Buy
5,189
+212
+4% +$38.3K 0.08% 103
2020
Q1 		$748K Sell
4,977
-190
-4% -$35.3K 0.08% 118
2019
Q4 		$1.03M Sell
5,167
-205
-4% -$38.9K 0.11% 112
2019
Q3 		$978K Buy
5,372
+189
+4% +$35.2K 0.11% 105
2019
Q2 		$965K Sell
5,183
-3
-0.1% -$546 0.11% 108
2019
Q1 		$932K Buy
5,186
+381
+8% +$65.4K 0.11% 107
2018
Q4 		$724K Sell
4,805
-705
-13% -$116K 0.1% 109
2018
Q3 		$1.03M Buy
5,510
+570
+12% +$105K 0.13% 91
2018
Q2 		$868K Buy
4,940
+1,208
+32% +$207K 0.11% 110
2018
Q1 		$612K Buy
3,732
+570
+18% +$94K 0.08% 134
2017
Q4 		$509K Sell
3,162
-98
-3% -$15.4K 0.06% 150
2017
Q3 		$498K Buy
3,260
+4
+0.1% +$588 0.06% 154
2017
Q2 		$474K Buy
+3,256
New +$467K 0.07% 140
2016
Q4 		– Sell
-3,265
Closed -$430K – 202
2016
Q3 		$430K Buy
3,265
+7
+0.2% +$912 0.07% 140
2016
Q2 		$404K Sell
3,258
-72
-2% -$8.73K 0.07% 133
2016
Q1 		$396K Buy
3,330
+4
+0.1% +$445 0.07% 133
2015
Q4 		$404K Buy
3,326
+1,539
+86% +$190K 0.08% 123
2015
Q3 		$211K Sell
1,787
-155
-8% -$20K 0.05% 177
2015
Q2 		$261K Hold
1,942
– – 0.06% 150
2015
Q1 		$256K Hold
1,942
– – 0.06% 155
2014
Q4 		$245K Buy
1,942
+170
+10% +$20.9K 0.06% 167
2014
Q3 		$213K Hold
1,772
– – 0.05% 188
2014
Q2 		$226K Hold
1,772
– – 0.05% 174
2014
Q1 		$220K Hold
1,772
– – 0.05% 168
2013
Q4 		$217K Buy
1,772
+10
+0.6% +$1.18K 0.05% 176
2013
Q3 		$202K Buy
+1,762
New +$195K 0.05% 162

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brighton Jones LLC's VBK Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026: 15,107 shares worth $4.57M. The stake represents 0.1% of the portfolio and ranks #138 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in VBK as recently as Q3 2025.

Brighton Jones LLC first reported a position in VBK in Q3 2013 and has held it in 48 quarters since. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Brighton Jones LLC held 15,107 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.57M as of Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Brighton Jones LLC position in Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Brighton Jones LLC's portfolio in Q1 2026, its #138 holding.
  • Brighton Jones LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2013 and has held it in 48 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.