BS
VB icon

Brighton Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Brighton Securities’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.19M Buy
11,211
+802
+8% +$239K 1.33% 11
2026
Q2 		$3.16M Buy
10,409
+340
+3% +$97.4K 1.36% 11
2026
Q1 		$2.64M Buy
10,069
+393
+4% +$106K 1.27% 11
2025
Q4 		$2.5M Buy
9,676
+2,339
+32% +$599K 1.23% 12
2025
Q3 		$1.87M Buy
7,337
+2,228
+44% +$553K 0.97% 14
2025
Q2 		$1.21M Buy
+5,109
New +$1.14M 0.66% 16

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Brighton Securities's VB Position: Q3 2026 in Review

Brighton Securities increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.7% in Q3 2026, buying an estimated $239K and bringing the position to 11,211 shares worth $3.19M. The position accounts for 1.33% of the portfolio, ranked #11.

Brighton Securities first reported a position in VB in Q2 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Brighton Securities held 11,211 shares of Vanguard Morningstar Small-Cap ETF worth $3.19M as of Q3 2026.
  • Brighton Securities bought 802 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $239K.
  • Vanguard Morningstar Small-Cap ETF made up 1.33% of Brighton Securities's portfolio in Q3 2026, its #11 holding.
  • Brighton Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.