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

Brighton Jones LLC’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.85M Buy
+14,978
New +$4.11M 0.09% 165
2025
Q4 		– Sell
-11,867
Closed -$3.49M – 936
2025
Q3 		$3.49M Buy
11,867
+265
+2% +$76.5K 0.08% 135
2025
Q2 		$3.3M Buy
11,602
+96
+0.8% +$24.8K 0.09% 133
2025
Q1 		$2.81M Buy
11,506
+6
+0.1% +$1.56K 0.09% 128
2024
Q4 		$2.92M Buy
11,500
+2,673
+30% +$688K 0.08% 124
2024
Q3 		$2.15M Sell
8,827
-2,648
-23% -$617K 0.08% 130
2024
Q2 		$2.63M Sell
11,475
-4
-0% -$917 0.09% 116
2024
Q1 		$2.71M Sell
11,479
-603
-5% -$135K 0.1% 111
2023
Q4 		$2.65M Buy
12,082
+212
+2% +$42.4K 0.11% 102
2023
Q3 		$2.31M Buy
11,870
+447
+4% +$91.3K 0.12% 98
2023
Q2 		$2.35M Buy
11,423
+58
+0.5% +$11.2K 0.12% 102
2023
Q1 		$2.21M Sell
11,365
-584
-5% -$112K 0.13% 102
2022
Q4 		$2.15M Buy
11,949
+782
+7% +$142K 0.13% 96
2022
Q3 		$1.9M Sell
11,167
-178
-2% -$33.7K 0.11% 101
2022
Q2 		$1.99M Buy
11,345
+646
+6% +$125K 0.12% 103
2022
Q1 		$2.38M Buy
10,699
+4
+0% +$883 0.11% 97
2021
Q4 		$2.72M Buy
10,695
+3
+0% +$756 0.13% 84
2021
Q3 		$2.53M Buy
10,692
+59
+0.6% +$14.3K 0.13% 78
2021
Q2 		$2.51M Sell
10,633
-2
-0% -$449 0.13% 74
2021
Q1 		$2.28M Buy
10,635
+60
+0.6% +$13K 0.14% 74
2020
Q4 		$2.24M Buy
10,575
+5,323
+101% +$1.05M 0.14% 70
2020
Q3 		$946K Buy
5,252
+3
+0.1% +$529 0.07% 121
2020
Q2 		$867K Buy
5,249
+340
+7% +$51.4K 0.07% 123
2020
Q1 		$622K Buy
4,909
+19
+0.4% +$2.88K 0.07% 139
2019
Q4 		$777K Buy
4,890
+5
+0.1% +$763 0.08% 138
2019
Q3 		$723K Buy
4,885
+98
+2% +$14.7K 0.08% 126
2019
Q2 		$715K Buy
4,787
+3
+0.1% +$438 0.08% 129
2019
Q1 		$683K Hold
4,784
– – 0.08% 133
2018
Q4 		$573K Sell
4,784
-91
-2% -$11.7K 0.08% 125
2018
Q3 		$695K Sell
4,875
-227
-4% -$31.8K 0.09% 122
2018
Q2 		$686K Buy
5,102
+400
+9% +$53.1K 0.09% 136
2018
Q1 		$609K Buy
4,702
+78
+2% +$10.2K 0.08% 135
2017
Q4 		$591K Sell
4,624
-20
-0.4% -$2.51K 0.07% 135
2017
Q3 		$565K Buy
4,644
+5
+0.1% +$596 0.07% 142
2017
Q2 		$546K Buy
+4,639
New +$539K 0.08% 127
2016
Q4 		– Sell
-4,604
Closed -$490K – 207
2016
Q3 		$490K Buy
4,604
+4
+0.1% +$423 0.08% 127
2016
Q2 		$469K Buy
4,600
+2
+0% +$202 0.08% 115
2016
Q1 		$461K Buy
+4,598
New +$429K 0.08% 118

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026: 14,978 shares worth $3.85M. The stake represents 0.09% of the portfolio and ranks #165 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in VOT as recently as Q3 2025.

Brighton Jones LLC first reported a position in VOT in Q1 2016 and has held it in 38 quarters since. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Brighton Jones LLC held 14,978 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.85M as of Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Brighton Jones LLC position in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Brighton Jones LLC's portfolio in Q1 2026, its #165 holding.
  • Brighton Jones LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2016 and has held it in 38 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

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