Brighton Jones LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.6M | Buy |
+21,152
| New | +$4.73M | 0.1% | 136 |
|
|
2025
Q4 | – | Sell |
-21,169
| Closed | -$4.42M | – | 909 |
|
|
2025
Q3 | $4.42M | Sell |
21,169
-832
| -4% | -$170K | 0.11% | 119 |
|
|
2025
Q2 | $4.29M | Sell |
22,001
-630
| -3% | -$117K | 0.12% | 105 |
|
|
2025
Q1 | $4.22M | Sell |
22,631
-608
| -3% | -$120K | 0.14% | 97 |
|
|
2024
Q4 | $4.61M | Buy |
23,239
+444
| +2% | +$91.1K | 0.13% | 92 |
|
|
2024
Q3 | $4.58M | Sell |
22,795
-1,454
| -6% | -$279K | 0.17% | 74 |
|
|
2024
Q2 | $4.43M | Sell |
24,249
-224
| -0.9% | -$41.4K | 0.15% | 80 |
|
|
2024
Q1 | $4.7M | Sell |
24,473
-103
| -0.4% | -$18.6K | 0.17% | 71 |
|
|
2023
Q4 | $4.42M | Sell |
24,576
-927
| -4% | -$151K | 0.19% | 72 |
|
|
2023
Q3 | $4.07M | Buy |
25,503
+1,041
| +4% | +$174K | 0.21% | 69 |
|
|
2023
Q2 | $4.05M | Buy |
24,462
+463
| +2% | +$72.9K | 0.2% | 69 |
|
|
2023
Q1 | $3.81M | Sell |
23,999
-762
| -3% | -$126K | 0.22% | 66 |
|
|
2022
Q4 | $3.93M | Buy |
24,761
+1,429
| +6% | +$228K | 0.23% | 57 |
|
|
2022
Q3 | $3.35M | Buy |
23,332
+1,652
| +8% | +$262K | 0.2% | 60 |
|
|
2022
Q2 | $3.25M | Buy |
21,680
+191
| +0.9% | +$31.3K | 0.19% | 63 |
|
|
2022
Q1 | $3.78M | Buy |
21,489
+615
| +3% | +$107K | 0.18% | 64 |
|
|
2021
Q4 | $3.73M | Sell |
20,874
-1,293
| -6% | -$230K | 0.18% | 62 |
|
|
2021
Q3 | $3.75M | Buy |
22,167
+2,338
| +12% | +$400K | 0.19% | 57 |
|
|
2021
Q2 | $3.44M | Buy |
19,829
+1,830
| +10% | +$317K | 0.18% | 63 |
|
|
2021
Q1 | $2.98M | Sell |
17,999
-601
| -3% | -$94.7K | 0.18% | 57 |
|
|
2020
Q4 | $2.65M | Buy |
18,600
+7,501
| +68% | +$968K | 0.16% | 57 |
|
|
2020
Q3 | $1.23M | Buy |
11,099
+35
| +0.3% | +$3.92K | 0.08% | 98 |
|
|
2020
Q2 | $1.18M | Sell |
11,064
-675
| -6% | -$67.7K | 0.1% | 91 |
|
|
2020
Q1 | $1.04M | Buy |
11,739
+199
| +2% | +$24.1K | 0.11% | 90 |
|
|
2019
Q4 | $1.58M | Sell |
11,540
-729
| -6% | -$96.6K | 0.17% | 81 |
|
|
2019
Q3 | $1.58M | Buy |
12,269
+206
| +2% | +$26.4K | 0.18% | 73 |
|
|
2019
Q2 | $1.57M | Sell |
12,063
-1,228
| -9% | -$160K | 0.18% | 74 |
|
|
2019
Q1 | $1.71M | Buy |
13,291
+347
| +3% | +$44.1K | 0.21% | 64 |
|
|
2018
Q4 | $1.48M | Sell |
12,944
-1,359
| -10% | -$172K | 0.21% | 64 |
|
|
2018
Q3 | $1.99M | Buy |
14,303
+744
| +5% | +$104K | 0.25% | 47 |
|
|
2018
Q2 | $1.84M | Buy |
13,559
+1,437
| +12% | +$193K | 0.24% | 50 |
|
|
2018
Q1 | $1.57M | Buy |
12,122
+709
| +6% | +$94K | 0.22% | 57 |
|
|
2017
Q4 | $1.51M | Buy |
11,413
+61
| +0.5% | +$7.94K | 0.18% | 66 |
|
|
2017
Q3 | $1.45M | Buy |
11,352
+30
| +0.3% | +$3.7K | 0.19% | 65 |
|
|
2017
Q2 | $1.39M | Buy |
+11,322
| New | +$1.38M | 0.2% | 64 |
|
|
2017
Q1 | – | Sell |
-5,400
| Closed | -$653K | – | 132 |
|
|
2016
Q4 | $653K | Sell |
5,400
-5,734
| -51% | -$658K | 0.25% | 31 |
|
|
2016
Q3 | $1.23M | Buy |
11,134
+42
| +0.4% | +$4.61K | 0.2% | 61 |
|
|
2016
Q2 | $1.17M | Buy |
11,092
+21
| +0.2% | +$2.18K | 0.21% | 58 |
|
|
2016
Q1 | $1.13M | Buy |
11,071
+26
| +0.2% | +$2.45K | 0.21% | 62 |
|
|
2015
Q4 | $1.09M | Buy |
11,045
+1,963
| +22% | +$200K | 0.21% | 54 |
|
|
2015
Q3 | $880K | Sell |
9,082
-459
| -5% | -$47.6K | 0.19% | 60 |
|
|
2015
Q2 | $1.03M | Buy |
9,541
+275
| +3% | +$30.2K | 0.24% | 46 |
|
|
2015
Q1 | $1.01M | Buy |
9,266
+2
| +0% | +$212 | 0.23% | 48 |
|
|
2014
Q4 | $980K | Buy |
9,264
+236
| +3% | +$24.3K | 0.22% | 52 |
|
|
2014
Q3 | $900K | Hold |
9,028
| – | – | 0.2% | 60 |
|
|
2014
Q2 | $952K | Sell |
9,028
-101
| -1% | -$10.2K | 0.22% | 50 |
|
|
2014
Q1 | $919K | Buy |
9,129
+524
| +6% | +$51.1K | 0.22% | 52 |
|
|
2013
Q4 | $838K | Buy |
8,605
+5,534
| +180% | +$522K | 0.19% | 59 |
|
|
2013
Q3 | $277K | Sell |
3,071
-58
| -2% | -$5.13K | 0.07% | 119 |
|
|
2013
Q2 | $262K | Buy |
+3,129
| New | +$260K | 0.08% | 93 |
|
Other funds holding VBR
AL
Brighton Jones LLC's VBR Position: Q1 2026 in Review
Brighton Jones LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 21,152 shares worth $4.6M. The stake represents 0.1% of the portfolio and ranks #136 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in VBR as recently as Q3 2025.
Brighton Jones LLC first reported a position in VBR in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.7M in Q1 2024. 1,705 funds tracked by Wall St. Rank hold VBR as of Q1 2026.
- Brighton Jones LLC held 21,152 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.6M as of Q1 2026.
- Vanguard Morningstar Small-Cap Value ETF was a new Brighton Jones LLC position in Q1 2026.
- Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Brighton Jones LLC's portfolio in Q1 2026, its #136 holding.
- Brighton Jones LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 50 quarters since.
- Brighton Jones LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.7M in Q1 2024.
- 1,705 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.
Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.