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Bragg Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bragg Financial Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82M Sell
8,444
-719
-8% -$160K 0.06% 193
2025
Q4 		$2.01M Buy
9,163
+5,349
+140% +$1.17M 0.07% 184
2025
Q3 		$823K Sell
3,814
-813
-18% -$171K 0.03% 226
2025
Q2 		$947K Buy
4,627
+416
+10% +$80.6K 0.03% 219
2025
Q1 		$817K Buy
4,211
+511
+14% +$102K 0.03% 223
2024
Q4 		$725K Sell
3,700
-170
-4% -$33.9K 0.03% 230
2024
Q3 		$766K Buy
3,870
+1,230
+47% +$234K 0.03% 224
2024
Q2 		$482K Buy
2,640
+176
+7% +$31.7K 0.02% 243
2024
Q1 		$450K Buy
2,464
+288
+13% +$50.6K 0.02% 248
2023
Q4 		$371K Buy
2,176
+370
+20% +$59.5K 0.02% 263
2023
Q3 		$281K Buy
1,806
+450
+33% +$72.9K 0.01% 285
2023
Q2 		$220K Hold
1,356
– – 0.01% 311
2023
Q1 		$209K Hold
1,356
– – 0.01% 304
2022
Q4 		$206K Buy
+1,356
New +$202K 0.01% 310
2022
Q3 		– Sell
-1,656
Closed -$238K – 299
2022
Q2 		$238K Sell
1,656
-240
-13% -$36.5K 0.02% 287
2022
Q1 		$307K Buy
1,896
+255
+16% +$41.1K 0.02% 276
2021
Q4 		$252K Hold
1,641
– – 0.02% 280
2021
Q3 		$252K Buy
1,641
+300
+22% +$47.8K 0.02% 280
2021
Q2 		$208K Buy
+1,341
New +$206K 0.01% 297
2020
Q4 		– Sell
-1,741
Closed -$224K – 286
2020
Q3 		$224K Hold
1,741
– – 0.02% 258
2020
Q2 		$204K Buy
+1,741
New +$198K 0.02% 266
2020
Q1 		– Sell
-2,752
Closed -$343K – 277
2019
Q4 		$343K Sell
2,752
-265
-9% -$32.1K 0.04% 220
2019
Q3 		$361K Sell
3,017
-53
-2% -$6.25K 0.04% 216
2019
Q2 		$354K Hold
3,070
– – 0.04% 222
2019
Q1 		$337K Sell
3,070
-220
-7% -$23.2K 0.04% 219
2018
Q4 		$322K Hold
3,290
– – 0.05% 214
2018
Q3 		$364K Hold
3,290
– – 0.05% 213
2018
Q2 		$334K Sell
3,290
-720
-18% -$73.4K 0.05% 217
2018
Q1 		$405K Sell
4,010
-162
-4% -$16.8K 0.06% 209
2017
Q4 		$426K Sell
4,172
-39
-0.9% -$3.84K 0.06% 209
2017
Q3 		$399K Hold
4,211
– – 0.06% 211
2017
Q2 		$390K Hold
4,211
– – 0.06% 215
2017
Q1 		$379K Hold
4,211
– – 0.06% 220
2016
Q4 		$359K Buy
4,211
+1,491
+55% +$125K 0.06% 224
2016
Q3 		$228K Buy
+2,720
New +$231K 0.04% 240

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bragg Financial Advisors's VIG Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.8% in Q1 2026, selling an estimated $160K and leaving 8,444 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #193.

Bragg Financial Advisors first reported a position in VIG in Q3 2016 and has held it in 35 quarters since. The position peaked at $2.01M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Bragg Financial Advisors held 8,444 shares of Vanguard Dividend Appreciation ETF worth $1.82M as of Q1 2026.
  • Bragg Financial Advisors sold 719 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $160K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Bragg Financial Advisors's portfolio in Q1 2026, its #193 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and has held it in 35 quarters since.
  • Bragg Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.01M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.