Ownership history in BRIGHTON JONES LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in Vanguard Health Care (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BRIGHTON JONES LLC underperformed the S&P 500 by β5.8% annually on this VHT position. Timing score: 39% (12/31 decisions correct). Average cost basis: $230.64. Maximum drawdown during holding period: β15.2%.
β Significantly underperformed the S&P 500 by 5.8% ann.
31 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 31 add/trim decisions correct
Best entry: $136.53 (2018 Q1) Β· Worst: $276.34 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
21 adds Β· 12 trims. Bought during 7 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size