Bragg Financial Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Bragg Financial Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Sell	3,030 -100	-3%	-$11.1K	0.01%	321
2026 Q1	$318K	Hold	3,130	–	–	0.01%	317
2025 Q4	$306K	Hold	3,130	–	–	0.01%	310
2025 Q3	$298K	Hold	3,130	–	–	0.01%	309
2025 Q2	$268K	Hold	3,130	–	–	0.01%	313
2025 Q1	$263K	Hold	3,130	–	–	0.01%	307
2024 Q4	$292K	Hold	3,130	–	–	0.01%	295
2024 Q3	$289K	Hold	3,130	–	–	0.01%	289
2024 Q2	$262K	Hold	3,130	–	–	0.01%	292
2024 Q1	$277K	Hold	3,130	–	–	0.01%	290
2023 Q4	$277K	Sell	3,130 -150	-5%	-$11.8K	0.01%	286
2023 Q3	$253K	Hold	3,280	–	–	0.01%	292
2023 Q2	$269K	Hold	3,280	–	–	0.01%	293
2023 Q1	$265K	Hold	3,280	–	–	0.02%	288
2022 Q4	$258K	Hold	3,280	–	–	0.02%	284
2022 Q3	$234K	Hold	3,280	–	–	0.02%	283
2022 Q2	$252K	Hold	3,280	–	–	0.02%	279
2022 Q1	$291K	Hold	3,280	–	–	0.02%	279
2021 Q4	$285K	Hold	3,280	–	–	0.02%	273
2021 Q3	$285K	Hold	3,280	–	–	0.02%	273
2021 Q2	$299K	Hold	3,280	–	–	0.02%	273
2021 Q1	$286K	Hold	3,280	–	–	0.02%	264
2020 Q4	$230K	Buy	+3,280	New	+$207K	0.02%	269

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Bragg Financial Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 3.2% in Q2 2026, selling an estimated $11.1K and leaving 3,030 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #321.

Bragg Financial Advisors first reported a position in VIOV in Q4 2020 and has held it in 23 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Bragg Financial Advisors held 3,030 shares of Vanguard S&P Small-Cap 600 Value ETF worth $356K as of Q2 2026.
Bragg Financial Advisors sold 100 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $11.1K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #321 holding.
Bragg Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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