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Bragg Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Bragg Financial Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$562K Sell
1,800
-8
-0.4% -$2.6K 0.02% 262
2025
Q4 		$539K Hold
1,808
– – 0.02% 263
2025
Q3 		$536K Hold
1,808
– – 0.02% 257
2025
Q2 		$506K Sell
1,808
-212
-10% -$54.8K 0.02% 261
2025
Q1 		$500K Sell
2,020
-625
-24% -$162K 0.02% 255
2024
Q4 		$673K Buy
2,645
+482
+22% +$128K 0.03% 238
2024
Q3 		$563K Sell
2,163
-32
-1% -$7.84K 0.02% 238
2024
Q2 		$516K Sell
2,195
-34
-2% -$8.1K 0.02% 238
2024
Q1 		$544K Buy
2,229
+57
+3% +$12.9K 0.02% 234
2023
Q4 		$479K Buy
2,172
+93
+4% +$18.7K 0.02% 241
2023
Q3 		$405K Buy
2,079
+97
+5% +$19.9K 0.02% 251
2023
Q2 		$407K Hold
1,982
– – 0.02% 258
2023
Q1 		$378K Buy
1,982
+120
+6% +$22.8K 0.02% 257
2022
Q4 		$340K Hold
1,862
– – 0.02% 260
2022
Q3 		$293K Buy
1,862
+346
+23% +$60.3K 0.02% 259
2022
Q2 		$248K Buy
1,516
+31
+2% +$5.49K 0.02% 281
2022
Q1 		$289K Buy
1,485
+100
+7% +$19.2K 0.02% 281
2021
Q4 		$260K Hold
1,385
– – 0.02% 275
2021
Q3 		$260K Sell
1,385
-48
-3% -$9.41K 0.02% 275
2021
Q2 		$282K Sell
1,433
-65
-4% -$12.8K 0.02% 276
2021
Q1 		$284K Buy
1,498
+30
+2% +$5.34K 0.02% 267
2020
Q4 		$250K Sell
1,468
-10
-0.7% -$1.6K 0.02% 260
2020
Q3 		$214K Sell
1,478
-275
-16% -$38.8K 0.02% 262
2020
Q2 		$228K Sell
1,753
-70
-4% -$8.54K 0.03% 253
2020
Q1 		$201K Sell
1,823
-325
-15% -$46.1K 0.03% 245
2019
Q4 		$331K Buy
2,148
+210
+11% +$31.6K 0.04% 223
2019
Q3 		$283K Buy
1,938
+57
+3% +$8.24K 0.03% 239
2019
Q2 		$274K Hold
1,881
– – 0.03% 243
2019
Q1 		$263K Buy
1,881
+90
+5% +$12.2K 0.03% 237
2018
Q4 		$216K Hold
1,791
– – 0.03% 244
2018
Q3 		$265K Sell
1,791
-50
-3% -$7.21K 0.04% 235
2018
Q2 		$250K Buy
1,841
+100
+6% +$14K 0.04% 237
2018
Q1 		$242K Buy
1,741
+70
+4% +$10.1K 0.04% 240
2017
Q4 		$238K Buy
+1,671
New +$229K 0.03% 248
2016
Q2 		– Sell
-2,377
Closed -$250K – 255
2016
Q1 		$250K Buy
2,377
+280
+13% +$27.3K 0.05% 233
2015
Q4 		$212K Buy
+2,097
New +$214K 0.05% 227
2015
Q3 		– Sell
-1,923
Closed -$201K – 229
2015
Q2 		$201K Hold
1,923
– – 0.05% 229
2015
Q1 		$206K Hold
1,923
– – 0.05% 226
2014
Q4 		$205K Sell
1,923
-78
-4% -$8.15K 0.05% 224
2014
Q3 		$203K Hold
2,001
– – 0.05% 221
2014
Q2 		$209K Sell
2,001
-43
-2% -$4.4K 0.05% 226
2014
Q1 		$206K Hold
2,044
– – 0.05% 226
2013
Q4 		$204K Buy
+2,044
New +$193K 0.05% 230

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

Bragg Financial Advisors reduced its Vanguard Industrials ETF (VIS) stake by 0.44% in Q1 2026, selling an estimated $2.6K and leaving 1,800 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #262.

Bragg Financial Advisors first reported a position in VIS in Q4 2013 and has held it in 43 quarters since. The position peaked at $673K in Q4 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Bragg Financial Advisors held 1,800 shares of Vanguard Industrials ETF worth $562K as of Q1 2026.
  • Bragg Financial Advisors sold 8 Vanguard Industrials ETF shares in Q1 2026, an estimated $2.6K.
  • Vanguard Industrials ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #262 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2013 and has held it in 43 quarters since.
  • Bragg Financial Advisors's Vanguard Industrials ETF position peaked at $673K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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