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

Brighton Securities’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 Q3	$7.23M	Buy	92,194 +6,614	+8%	+$538K	3.03%	8
2026 Q2	$6.9M	Buy	85,580 +2,932	+4%	+$227K	2.96%	8
2026 Q1	$5.93M	Buy	82,648 +19,844	+32%	+$1.47M	2.86%	8
2025 Q4	$4.56M	Buy	62,804 +15,544	+33%	+$1.13M	2.25%	9
2025 Q3	$3.47M	Buy	47,260 +14,296	+43%	+$1.03M	1.81%	9
2025 Q2	$2.31M	Buy	+32,964	New	+$2.16M	1.26%	11

Other funds holding VO

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Brighton Securities's VO Position: Q3 2026 in Review

Brighton Securities increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q3 2026, buying an estimated $538K and bringing the position to 92,194 shares worth $7.23M. The position accounts for 3.03% of the portfolio, ranked #8.

Brighton Securities first reported a position in VO in Q2 2025 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Brighton Securities held 92,194 shares of Vanguard Morningstar Mid-Cap ETF worth $7.23M as of Q3 2026.
Brighton Securities bought 6,614 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $538K.
Vanguard Morningstar Mid-Cap ETF made up 3.03% of Brighton Securities's portfolio in Q3 2026, its #8 holding.
Brighton Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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