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Bragg Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bragg Financial Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Sell
3,384
-342
-9% -$43.6K 0.01% 299
2026
Q1 		$450K Sell
3,726
-40
-1% -$5.1K 0.01% 286
2025
Q4 		$503K Buy
3,766
+106
+3% +$13.8K 0.02% 270
2025
Q3 		$480K Sell
3,660
-24
-0.7% -$3.11K 0.02% 270
2025
Q2 		$469K Sell
3,684
-1,534
-29% -$183K 0.02% 276
2025
Q1 		$623K Sell
5,218
-195
-4% -$23.8K 0.03% 241
2024
Q4 		$639K Buy
5,413
+1,522
+39% +$180K 0.03% 240
2024
Q3 		$428K Buy
3,891
+363
+10% +$38.5K 0.02% 253
2024
Q2 		$352K Sell
3,528
-30
-0.8% -$3K 0.02% 266
2024
Q1 		$364K Buy
3,558
+154
+5% +$14.8K 0.02% 267
2023
Q4 		$314K Sell
3,404
-137
-4% -$11.5K 0.01% 272
2023
Q3 		$284K Buy
3,541
+186
+6% +$15.5K 0.02% 283
2023
Q2 		$273K Sell
3,355
-373
-10% -$29.3K 0.02% 291
2023
Q1 		$290K Buy
3,728
+370
+11% +$31.3K 0.02% 281
2022
Q4 		$278K Sell
3,358
-50
-1% -$4.13K 0.02% 278
2022
Q3 		$254K Sell
3,408
-98
-3% -$7.97K 0.02% 272
2022
Q2 		$271K Sell
3,506
-1,089
-24% -$92K 0.02% 272
2022
Q1 		$429K Sell
4,595
-86
-2% -$8.24K 0.03% 253
2021
Q4 		$434K Hold
4,681
– – 0.03% 236
2021
Q3 		$434K Buy
4,681
+151
+3% +$13.9K 0.03% 236
2021
Q2 		$410K Buy
4,530
+970
+27% +$87.7K 0.03% 241
2021
Q1 		$301K Buy
3,560
+42
+1% +$3.35K 0.02% 259
2020
Q4 		$256K Sell
3,518
-290
-8% -$19.1K 0.02% 258
2020
Q3 		$223K Sell
3,808
-100
-3% -$5.95K 0.02% 260
2020
Q2 		$224K Sell
3,908
-426
-10% -$23.7K 0.02% 255
2020
Q1 		$220K Sell
4,334
-940
-18% -$64K 0.03% 234
2019
Q4 		$402K Buy
5,274
+685
+15% +$50K 0.05% 211
2019
Q3 		$321K Sell
4,589
-14
-0.3% -$967 0.04% 226
2019
Q2 		$318K Sell
4,603
-55
-1% -$3.73K 0.04% 231
2019
Q1 		$301K Buy
4,658
+280
+6% +$18.2K 0.04% 227
2018
Q4 		$260K Sell
4,378
-450
-9% -$29.2K 0.04% 232
2018
Q3 		$335K Buy
4,828
+42
+0.9% +$2.97K 0.05% 224
2018
Q2 		$323K Sell
4,786
-800
-14% -$55.9K 0.05% 220
2018
Q1 		$388K Buy
5,586
+1,190
+27% +$85.8K 0.06% 213
2017
Q4 		$308K Buy
4,396
+280
+7% +$19K 0.04% 231
2017
Q3 		$269K Buy
4,116
+1
+0% +$63 0.04% 236
2017
Q2 		$257K Buy
+4,115
New +$249K 0.04% 246
2016
Q2 		– Sell
-6,355
Closed -$295K – 254
2016
Q1 		$295K Buy
6,355
+380
+6% +$16.9K 0.06% 221
2015
Q4 		$289K Hold
5,975
– – 0.06% 214
2015
Q3 		$277K Buy
5,975
+760
+15% +$37.4K 0.07% 204
2015
Q2 		$259K Sell
5,215
-80
-2% -$4K 0.06% 219
2015
Q1 		$261K Hold
5,295
– – 0.06% 213
2014
Q4 		$263K Hold
5,295
– – 0.06% 206
2014
Q3 		$246K Hold
5,295
– – 0.06% 206
2014
Q2 		$246K Hold
5,295
– – 0.06% 215
2014
Q1 		$241K Sell
5,295
-250
-5% -$11.1K 0.06% 216
2013
Q4 		$246K Buy
5,545
+130
+2% +$5.58K 0.06% 220
2013
Q3 		$221K Sell
5,415
-725
-12% -$30K 0.06% 223
2013
Q2 		$245K Buy
+6,140
New +$243K 0.07% 207

Other funds holding VFH

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bragg Financial Advisors reduced its Vanguard Financials ETF (VFH) stake by 9.2% in Q2 2026, selling an estimated $43.6K and leaving 3,384 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #299.

Bragg Financial Advisors first reported a position in VFH in Q2 2013 and has held it in 49 quarters since. The position peaked at $639K in Q4 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Bragg Financial Advisors held 3,384 shares of Vanguard Financials ETF worth $445K as of Q2 2026.
  • Bragg Financial Advisors sold 342 Vanguard Financials ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard Financials ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #299 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Financials ETF in Q2 2013 and has held it in 49 quarters since.
  • Bragg Financial Advisors's Vanguard Financials ETF position peaked at $639K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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