Brighton Jones LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.04M	Buy	+124,182	New	+$9.66M	0.2%	65
2025 Q4	–	Sell	-116,676	Closed	-$9.33M	–	952
2025 Q3	$9.33M	Buy	116,676 +7,332	+7%	+$560K	0.22%	55
2025 Q2	$7.99M	Buy	109,344 +10,896	+11%	+$717K	0.22%	62
2025 Q1	$6.08M	Sell	98,448 -3,084	-3%	-$208K	0.2%	72
2024 Q4	$6.95M	Buy	101,532 +5,220	+5%	+$351K	0.2%	64
2024 Q3	$6.16M	Sell	96,312 -5,004	-5%	-$310K	0.23%	57
2024 Q2	$6.32M	Buy	101,316 +1,710	+2%	+$99.7K	0.21%	63
2024 Q1	$5.71M	Sell	99,606 -6,366	-6%	-$350K	0.21%	66
2023 Q4	$5.49M	Sell	105,972 -6,384	-6%	-$308K	0.23%	64
2023 Q3	$5.1M	Buy	112,356 +6,750	+6%	+$319K	0.26%	59
2023 Q2	$4.98M	Buy	105,606 +1,068	+1%	+$46.3K	0.25%	59
2023 Q1	$4.35M	Buy	104,538 +246	+0.2%	+$9.57K	0.25%	59
2022 Q4	$3.7M	Sell	104,292 -2,478	-2%	-$91.2K	0.22%	60
2022 Q3	$3.81M	Buy	106,770 +5,088	+5%	+$205K	0.22%	54
2022 Q2	$3.78M	Sell	101,682 -9,672	-9%	-$397K	0.22%	55
2022 Q1	$5.34M	Buy	111,354 +11,646	+12%	+$551K	0.25%	41
2021 Q4	$5.33M	Buy	99,708 +324	+0.3%	+$16.9K	0.25%	43
2021 Q3	$4.81M	Buy	99,384 +6,576	+7%	+$327K	0.25%	46
2021 Q2	$4.44M	Buy	92,808 +10,134	+12%	+$460K	0.23%	48
2021 Q1	$3.54M	Sell	82,674 -48	-0.1%	-$2.05K	0.21%	51
2020 Q4	$3.49M	Buy	82,722 +29,742	+56%	+$1.19M	0.22%	47
2020 Q3	$2.01M	Sell	52,980 -1,572	-3%	-$58K	0.14%	62
2020 Q2	$1.84M	Sell	54,552 -6,660	-11%	-$205K	0.15%	62
2020 Q1	$1.6M	Buy	61,212 +1,254	+2%	+$37.6K	0.17%	61
2019 Q4	$1.82M	Sell	59,958 -4,386	-7%	-$127K	0.2%	67
2019 Q3	$1.78M	Buy	64,344 +9,594	+18%	+$266K	0.21%	64
2019 Q2	$1.49M	Buy	54,750 +2,778	+5%	+$74.2K	0.17%	78
2019 Q1	$1.35M	Buy	51,972 +16,422	+46%	+$405K	0.16%	86
2018 Q4	$796K	Sell	35,550 -3,240	-8%	-$78.5K	0.11%	102
2018 Q3	$1.04M	Sell	38,790 -2,004	-5%	-$52.4K	0.13%	90
2018 Q2	$1.02M	Sell	40,794 -1,824	-4%	-$44.7K	0.13%	90
2018 Q1	$1.01M	Buy	42,618 +210	+0.5%	+$5.12K	0.14%	89
2017 Q4	$994K	Sell	42,408 -2,076	-5%	-$47.7K	0.12%	91
2017 Q3	$984K	Buy	44,484 +1,212	+3%	+$26.4K	0.13%	91
2017 Q2	$916K	Buy	+43,272	New	+$906K	0.13%	89
2016 Q4	–	Sell	-32,178	Closed	-$602K	–	208
2016 Q3	$602K	Buy	32,178 +54	+0.2%	+$1K	0.1%	110
2016 Q2	$574K	Sell	32,124 -2,856	-8%	-$50.9K	0.1%	104
2016 Q1	$621K	Buy	34,980 +132	+0.4%	+$2.21K	0.11%	98
2015 Q4	$618K	Buy	34,848 +9,696	+39%	+$174K	0.12%	95
2015 Q3	$420K	Buy	25,152 +11,790	+88%	+$209K	0.09%	112
2015 Q2	$238K	Buy	13,362 +18	+0.1%	+$327	0.05%	161
2015 Q1	$233K	Buy	+13,344	New	+$237K	0.05%	167
2014 Q4	–	Sell	-12,144	Closed	-$202K	–	214
2014 Q3	$202K	Buy	+12,144	New	+$202K	0.05%	194
2014 Q2	–	Sell	-14,880	Closed	-$232K	–	197
2014 Q1	$232K	Sell	14,880 -186	-1%	-$2.89K	0.05%	162
2013 Q4	$234K	Buy	+15,066	New	+$223K	0.05%	165

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2026: 124,182 shares worth $9.04M. The stake represents 0.2% of the portfolio and ranks #65 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in VUG as recently as Q3 2025.

Brighton Jones LLC first reported a position in VUG in Q4 2013 and has held it in 45 quarters since. The position peaked at $9.33M in Q3 2025. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Brighton Jones LLC held 124,182 shares of Vanguard Morningstar Growth ETF worth $9.04M as of Q1 2026.
Vanguard Morningstar Growth ETF was a new Brighton Jones LLC position in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.2% of Brighton Jones LLC's portfolio in Q1 2026, its #65 holding.
Brighton Jones LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 45 quarters since.
Brighton Jones LLC's Vanguard Morningstar Growth ETF position peaked at $9.33M in Q3 2025.
2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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