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Brighton Securities’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brighton Securities’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
Q2 		$14.6M Buy
169,576
+6,226
+4% +$524K 6.27% 5
2026
Q1 		$11.9M Buy
163,350
+19,830
+14% +$1.54M 5.73% 5
2025
Q4 		$11.7M Buy
143,520
+33,336
+30% +$2.71M 5.76% 5
2025
Q3 		$8.81M Buy
110,184
+30,138
+38% +$2.3M 4.59% 5
2025
Q2 		$5.85M Buy
80,046
+74,742
+1,409% +$4.92M 3.2% 6
2025
Q1 		$328K Buy
5,304
+480
+10% +$32.4K 0.16% 50
2024
Q4 		$330K Buy
+4,824
New +$324K 0.16% 47

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Brighton Securities's VUG Position: Q2 2026 in Review

Brighton Securities increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, buying an estimated $524K and bringing the position to 169,576 shares worth $14.6M. The position accounts for 6.27% of the portfolio, ranked #5.

Brighton Securities first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Brighton Securities held 169,576 shares of Vanguard Morningstar Growth ETF worth $14.6M as of Q2 2026.
  • Brighton Securities bought 6,226 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $524K.
  • Vanguard Morningstar Growth ETF made up 6.27% of Brighton Securities's portfolio in Q2 2026, its #5 holding.
  • Brighton Securities first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Brighton Securities's 13F filing for Q2 2026, filed 7 Jul 2026.