BRIGHT FINANCIAL ADVISORS, INC. VHT VANGUARD WORLD FD

Ownership history in BRIGHT FINANCIAL ADVISORS, INC.  ·  8 quarters on record

AI Ownership Summary

BRIGHT FINANCIAL ADVISORS, INC. reported VANGUARD WORLD FD (VHT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.46% in 2024 Q1. The latest visible filing shows VHT at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHT FINANCIAL ADVISORS, INC.'s position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VHT was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIGHT FINANCIAL ADVISORS, INC. held VHT — position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,365 0% 0.32% $681K 2026-02-14 (Est.) $289.32
2025 Q3 UNCHANGED 2,365 0% 0.30% $614K 2025-11-10 $272.19
2025 Q2 UNCHANGED 2,365 0% 0.33% $587K 2025-07-16 $244.21
2025 Q1 UNCHANGED 2,365 0% 0.38% $626K 2025-05-13 $237.70
2024 Q4 UNCHANGED 2,365 0% 0.38% $600K 2025-01-28 $264.79
2024 Q3 UNCHANGED 2,365 0% 0.42% $667K 2024-10-10 $272.47
2024 Q2 UNCHANGED 2,365 0% 0.44% $629K 2024-08-12 $265.74
2024 Q1 INITIATED 2,365 0.46% $611K 2024-05-09 $253.69

FAQ About BRIGHT FINANCIAL ADVISORS, INC. and VHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHT FINANCIAL ADVISORS, INC. reported owning VHT?

BRIGHT FINANCIAL ADVISORS, INC. reported VHT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VHT position in BRIGHT FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for VHT was 0.46% in 2024 Q1.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2025 Q4, when BRIGHT FINANCIAL ADVISORS, INC. reported 2,365 shares, equal to 0.32% of portfolio, with an estimated market value of $681K.

What does the chart on this VHT ownership page compare?

The chart compares BRIGHT FINANCIAL ADVISORS, INC.'s quarterly VHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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