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Brighton Jones LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Brighton Jones LLC’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.26M Buy
+87,220
New +$6.48M 0.14% 96
2025
Q4 		– Sell
-96,516
Closed -$7.09M – 933
2025
Q3 		$7.09M Sell
96,516
-12,372
-11% -$888K 0.17% 76
2025
Q2 		$7.62M Buy
108,888
+6,052
+6% +$397K 0.21% 66
2025
Q1 		$6.65M Sell
102,836
-1,292
-1% -$86.7K 0.21% 67
2024
Q4 		$6.88M Buy
104,128
+58,336
+127% +$3.96M 0.2% 66
2024
Q3 		$3.02M Sell
45,792
-51,460
-53% -$3.23M 0.11% 96
2024
Q2 		$5.89M Sell
97,252
-5,612
-5% -$341K 0.19% 66
2024
Q1 		$6.43M Buy
102,864
+1,232
+1% +$72.8K 0.23% 58
2023
Q4 		$5.91M Buy
101,632
+7,144
+8% +$382K 0.25% 60
2023
Q3 		$4.92M Sell
94,488
-252
-0.3% -$13.8K 0.25% 61
2023
Q2 		$5.21M Sell
94,740
-3,904
-4% -$205K 0.26% 58
2023
Q1 		$5.2M Sell
98,644
-216
-0.2% -$11.5K 0.3% 50
2022
Q4 		$5.04M Sell
98,860
-20
-0% -$1.02K 0.3% 43
2022
Q3 		$4.65M Buy
98,880
+3,268
+3% +$171K 0.27% 43
2022
Q2 		$4.71M Sell
95,612
-3,760
-4% -$203K 0.27% 42
2022
Q1 		$5.91M Buy
99,372
+5,156
+5% +$302K 0.28% 34
2021
Q4 		$6M Buy
94,216
+2,788
+3% +$175K 0.28% 38
2021
Q3 		$5.41M Buy
91,428
+6,116
+7% +$370K 0.28% 39
2021
Q2 		$5.06M Buy
85,312
+124
+0.1% +$7.19K 0.26% 42
2021
Q1 		$4.71M Buy
85,188
+340
+0.4% +$18.4K 0.28% 39
2020
Q4 		$4.39M Buy
84,848
+460
+0.5% +$22.3K 0.27% 42
2020
Q3 		$3.72M Buy
84,388
+624
+0.7% +$27.2K 0.26% 39
2020
Q2 		$3.43M Sell
83,764
-824
-1% -$31.6K 0.28% 36
2020
Q1 		$2.78M Buy
84,588
+3,680
+5% +$152K 0.29% 35
2019
Q4 		$3.6M Buy
80,908
+668
+0.8% +$28.7K 0.39% 33
2019
Q3 		$3.36M Buy
80,240
+12,212
+18% +$510K 0.39% 31
2019
Q2 		$2.84M Buy
68,028
+4,352
+7% +$178K 0.33% 36
2019
Q1 		$2.56M Buy
63,676
+536
+0.8% +$20.6K 0.31% 42
2018
Q4 		$2.18M Sell
63,140
-520
-0.8% -$19.5K 0.31% 39
2018
Q3 		$2.61M Sell
63,660
-3,876
-6% -$158K 0.32% 33
2018
Q2 		$2.66M Sell
67,536
-2,400
-3% -$94.2K 0.34% 32
2018
Q1 		$2.7M Sell
69,936
-1,404
-2% -$55.3K 0.37% 31
2017
Q4 		$2.76M Buy
71,340
+6,272
+10% +$237K 0.33% 34
2017
Q3 		$2.39M Buy
65,068
+88
+0.1% +$3.17K 0.31% 36
2017
Q2 		$2.31M Buy
+64,980
New +$2.3M 0.33% 34
2017
Q1 		– Sell
-23,852
Closed -$785K – 137
2016
Q4 		$785K Sell
23,852
-51,436
-68% -$1.67M 0.3% 24
2016
Q3 		$2.44M Sell
75,288
-1,304
-2% -$41.8K 0.39% 33
2016
Q2 		$2.37M Buy
76,592
+25,684
+50% +$785K 0.42% 27
2016
Q1 		$1.54M Buy
50,908
+7,056
+16% +$200K 0.28% 45
2015
Q4 		$1.32M Buy
43,852
+7,536
+21% +$230K 0.26% 47
2015
Q3 		$1.06M Buy
36,316
+13,492
+59% +$421K 0.23% 50
2015
Q2 		$727K Buy
22,824
+828
+4% +$26.9K 0.17% 71
2015
Q1 		$730K Hold
21,996
– – 0.17% 68
2014
Q4 		$679K Buy
21,996
+36
+0.2% +$1.08K 0.16% 77
2014
Q3 		$644K Hold
21,960
– – 0.14% 80
2014
Q2 		$652K Buy
21,960
+2,456
+13% +$70.1K 0.15% 77
2014
Q1 		$554K Hold
19,504
– – 0.13% 81
2013
Q4 		$536K Buy
19,504
+32
+0.2% +$852 0.12% 89
2013
Q3 		$499K Hold
19,472
– – 0.13% 79
2013
Q2 		$463K Buy
+19,472
New +$462K 0.14% 63

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 87,220 shares worth $6.26M. The stake represents 0.14% of the portfolio and ranks #96 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in VO as recently as Q3 2025.

Brighton Jones LLC first reported a position in VO in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.62M in Q2 2025. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Brighton Jones LLC held 87,220 shares of Vanguard Morningstar Mid-Cap ETF worth $6.26M as of Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Brighton Jones LLC position in Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Brighton Jones LLC's portfolio in Q1 2026, its #96 holding.
  • Brighton Jones LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • Brighton Jones LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $7.62M in Q2 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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