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Bragg Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bragg Financial Advisors’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
Q2 		$3.88M Sell
12,801
-38
-0.3% -$10.9K 0.1% 158
2026
Q1 		$3.36M Sell
12,839
-61
-0.5% -$16.5K 0.11% 160
2025
Q4 		$3.33M Sell
12,900
-24
-0.2% -$6.15K 0.11% 156
2025
Q3 		$3.29M Sell
12,924
-109
-0.8% -$27K 0.11% 154
2025
Q2 		$3.09M Sell
13,033
-207
-2% -$46.2K 0.11% 156
2025
Q1 		$2.94M Sell
13,240
-162
-1% -$38.7K 0.12% 150
2024
Q4 		$3.22M Sell
13,402
-226
-2% -$55.6K 0.13% 146
2024
Q3 		$3.23M Buy
13,628
+1
+0% +$227 0.13% 147
2024
Q2 		$2.97M Buy
13,627
+19
+0.1% +$4.17K 0.13% 145
2024
Q1 		$3.11M Sell
13,608
-84
-0.6% -$18.1K 0.14% 143
2023
Q4 		$2.92M Sell
13,692
-174
-1% -$33.5K 0.14% 141
2023
Q3 		$2.62M Buy
13,866
+208
+2% +$41.4K 0.14% 144
2023
Q2 		$2.72M Sell
13,658
-459
-3% -$86.7K 0.15% 142
2023
Q1 		$2.68M Sell
14,117
-220
-2% -$42.7K 0.16% 142
2022
Q4 		$2.63M Sell
14,337
-247
-2% -$45.8K 0.16% 143
2022
Q3 		$2.49M Sell
14,584
-298
-2% -$56.3K 0.17% 139
2022
Q2 		$2.62M Sell
14,882
-1,267
-8% -$245K 0.17% 136
2022
Q1 		$3.43M Buy
16,149
+1,137
+8% +$239K 0.2% 134
2021
Q4 		$3.28M Hold
15,012
– – 0.21% 128
2021
Q3 		$3.28M Sell
15,012
-210
-1% -$46.7K 0.21% 128
2021
Q2 		$3.43M Sell
15,222
-147
-1% -$32.6K 0.22% 125
2021
Q1 		$3.29M Sell
15,369
-139
-0.9% -$29.3K 0.22% 124
2020
Q4 		$3.02M Sell
15,508
-95
-0.6% -$16.8K 0.26% 114
2020
Q3 		$2.4M Sell
15,603
-104
-0.7% -$16K 0.25% 113
2020
Q2 		$2.29M Buy
15,707
+263
+2% +$35.3K 0.25% 110
2020
Q1 		$1.78M Sell
15,444
-461
-3% -$69.3K 0.24% 122
2019
Q4 		$2.63M Buy
15,905
+210
+1% +$33.5K 0.3% 113
2019
Q3 		$2.42M Buy
15,695
+129
+0.8% +$20K 0.29% 111
2019
Q2 		$2.44M Sell
15,566
-75
-0.5% -$11.6K 0.3% 112
2019
Q1 		$2.39M Sell
15,641
-25
-0.2% -$3.72K 0.31% 105
2018
Q4 		$2.07M Buy
15,666
+243
+2% +$35.4K 0.31% 106
2018
Q3 		$2.51M Sell
15,423
-31
-0.2% -$5.01K 0.34% 104
2018
Q2 		$2.41M Buy
15,454
+68
+0.4% +$10.4K 0.34% 107
2018
Q1 		$2.26M Buy
15,386
+160
+1% +$23.9K 0.33% 110
2017
Q4 		$2.25M Buy
15,226
+150
+1% +$21.7K 0.32% 112
2017
Q3 		$2.13M Buy
15,076
+148
+1% +$20.2K 0.33% 113
2017
Q2 		$2.02M Sell
14,928
-41
-0.3% -$5.5K 0.32% 117
2017
Q1 		$2M Buy
14,969
+172
+1% +$22.8K 0.32% 117
2016
Q4 		$1.91M Buy
14,797
+205
+1% +$25.4K 0.31% 121
2016
Q3 		$1.78M Buy
14,592
+654
+5% +$79.1K 0.32% 118
2016
Q2 		$1.61M Sell
13,938
-280
-2% -$31.8K 0.29% 123
2016
Q1 		$1.58M Buy
14,218
+108
+0.8% +$11.2K 0.3% 123
2015
Q4 		$1.56M Buy
14,110
+546
+4% +$61.9K 0.33% 104
2015
Q3 		$1.46M Buy
13,564
+416
+3% +$48.6K 0.35% 103
2015
Q2 		$1.6M Buy
13,148
+77
+0.6% +$9.46K 0.37% 104
2015
Q1 		$1.6M Buy
13,071
+93
+0.7% +$11K 0.37% 104
2014
Q4 		$1.51M Buy
12,978
+350
+3% +$39.8K 0.37% 102
2014
Q3 		$1.4M Buy
12,628
+35
+0.3% +$4.01K 0.35% 105
2014
Q2 		$1.48M Sell
12,593
-415
-3% -$46.4K 0.35% 104
2014
Q1 		$1.47M Sell
13,008
-45
-0.3% -$4.99K 0.36% 104
2013
Q4 		$1.44M Sell
13,053
-180
-1% -$19.2K 0.35% 109
2013
Q3 		$1.36M Sell
13,233
-731
-5% -$72.9K 0.35% 109
2013
Q2 		$1.31M Buy
+13,964
New +$1.29M 0.36% 109

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bragg Financial Advisors's VB Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q2 2026, selling an estimated $10.9K and leaving 12,801 shares worth $3.88M. The position accounts for 0.1% of the portfolio, ranked #158.

Bragg Financial Advisors first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bragg Financial Advisors held 12,801 shares of Vanguard Morningstar Small-Cap ETF worth $3.88M as of Q2 2026.
  • Bragg Financial Advisors sold 38 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Bragg Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.