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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.52M	Buy	27,941 +3,863	+16%	+$747K	0.1%	133
2026 Q1	$4.44M	Buy	+24,078	New	+$4.5M	0.1%	144
2025 Q4	–	Sell	-23,585	Closed	-$4.12M	–	934
2025 Q3	$4.12M	Buy	23,585 +3,095	+15%	+$527K	0.1%	126
2025 Q2	$3.37M	Buy	20,490 +409	+2%	+$64.8K	0.09%	130
2025 Q1	$3.22M	Buy	20,081 +151	+0.8%	+$24.7K	0.1%	117
2024 Q4	$3.22M	Buy	19,930 +5,368	+37%	+$906K	0.09%	112
2024 Q3	$2.44M	Sell	14,562 -4,934	-25%	-$784K	0.09%	114
2024 Q2	$2.93M	Buy	19,496 +113	+0.6%	+$17.1K	0.1%	105
2024 Q1	$3.02M	Buy	19,383 +132	+0.7%	+$19.4K	0.11%	102
2023 Q4	$2.79M	Sell	19,251 -619	-3%	-$83.1K	0.12%	98
2023 Q3	$2.6M	Buy	19,870 +581	+3%	+$80.5K	0.13%	91
2023 Q2	$2.67M	Buy	19,289 +761	+4%	+$101K	0.13%	95
2023 Q1	$2.48M	Sell	18,528 -227	-1%	-$31.5K	0.14%	91
2022 Q4	$2.54M	Buy	18,755 +783	+4%	+$105K	0.15%	82
2022 Q3	$2.19M	Sell	17,972 -141	-0.8%	-$19.1K	0.13%	88
2022 Q2	$2.35M	Buy	18,113 +357	+2%	+$50.5K	0.14%	87
2022 Q1	$2.66M	Buy	17,756 +57	+0.3%	+$8.38K	0.12%	84
2021 Q4	$2.66M	Buy	17,699 +496	+3%	+$72.8K	0.13%	87
2021 Q3	$2.4M	Buy	17,203 +94	+0.5%	+$13.4K	0.12%	81
2021 Q2	$2.4M	Buy	17,109 +132	+0.8%	+$18.7K	0.12%	80
2021 Q1	$2.29M	Buy	16,977 +31	+0.2%	+$3.97K	0.14%	73
2020 Q4	$2.02M	Buy	16,946 +8,829	+109%	+$989K	0.12%	75
2020 Q3	$823K	Buy	8,117 +97	+1%	+$9.83K	0.06%	135
2020 Q2	$768K	Buy	8,020 +637	+9%	+$58.4K	0.06%	134
2020 Q1	$600K	Buy	7,383 +192	+3%	+$20.7K	0.06%	146
2019 Q4	$857K	Sell	7,191 -34	-0.5%	-$3.92K	0.09%	132
2019 Q3	$816K	Buy	7,225 +41	+0.6%	+$4.55K	0.1%	119
2019 Q2	$800K	Buy	7,184 +39	+0.5%	+$4.27K	0.09%	116
2019 Q1	$771K	Sell	7,145 -2	-0%	-$210	0.09%	121
2018 Q4	$681K	Sell	7,147 -30	-0.4%	-$3.15K	0.1%	113
2018 Q3	$811K	Buy	7,177 +78	+1%	+$8.86K	0.1%	110
2018 Q2	$784K	Buy	7,099 +96	+1%	+$10.6K	0.1%	120
2018 Q1	$766K	Buy	7,003 +11	+0.2%	+$1.24K	0.11%	110
2017 Q4	$780K	Sell	6,992 -14	-0.2%	-$1.51K	0.09%	108
2017 Q3	$740K	Buy	7,006 +18	+0.3%	+$1.87K	0.1%	115
2017 Q2	$719K	Buy	+6,988	New	+$715K	0.1%	108
2016 Q4	–	Sell	-6,927	Closed	-$648K	–	205
2016 Q3	$648K	Buy	6,927 +12	+0.2%	+$1.11K	0.1%	103
2016 Q2	$616K	Buy	6,915 +11	+0.2%	+$967	0.11%	101
2016 Q1	$601K	Buy	+6,904	New	+$563K	0.11%	101

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Brighton Jones LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 16% in Q2 2026, buying an estimated $747K and bringing the position to 27,941 shares worth $5.52M. The position accounts for 0.1% of the portfolio, ranked #133.

Brighton Jones LLC first reported a position in VOE in Q1 2016 and has held it in 39 quarters since. 1,241 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Brighton Jones LLC held 27,941 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.52M as of Q2 2026.
Brighton Jones LLC bought 3,863 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $747K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Brighton Jones LLC's portfolio in Q2 2026, its #133 holding.
Brighton Jones LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2016 and has held it in 39 quarters since.
1,241 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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