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Bragg Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bragg Financial Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Buy
32,404
+2,788
+9% +$207K 0.07% 174
2025
Q4 		$2.15M Sell
29,616
-24
-0.1% -$1.75K 0.07% 182
2025
Q3 		$2.18M Sell
29,640
-152
-0.5% -$10.9K 0.07% 177
2025
Q2 		$2.08M Sell
29,792
-196
-0.7% -$12.9K 0.07% 183
2025
Q1 		$1.94M Buy
29,988
+1,204
+4% +$80.8K 0.08% 174
2024
Q4 		$1.9M Sell
28,784
-640
-2% -$43.4K 0.08% 177
2024
Q3 		$1.94M Sell
29,424
-116
-0.4% -$7.28K 0.08% 174
2024
Q2 		$1.79M Sell
29,540
-1,572
-5% -$95.5K 0.08% 174
2024
Q1 		$1.94M Buy
31,112
+336
+1% +$19.9K 0.09% 167
2023
Q4 		$1.79M Sell
30,776
-968
-3% -$51.7K 0.09% 170
2023
Q3 		$1.65M Buy
31,744
+20
+0.1% +$1.1K 0.09% 174
2023
Q2 		$1.75M Sell
31,724
-1,856
-6% -$97.3K 0.1% 168
2023
Q1 		$1.77M Sell
33,580
-3,300
-9% -$176K 0.1% 162
2022
Q4 		$1.88M Sell
36,880
-1,756
-5% -$89.4K 0.11% 159
2022
Q3 		$1.82M Sell
38,636
-856
-2% -$44.7K 0.13% 156
2022
Q2 		$1.95M Buy
39,492
+640
+2% +$34.6K 0.13% 149
2022
Q1 		$2.31M Buy
38,852
+3,584
+10% +$210K 0.13% 146
2021
Q4 		$2.09M Hold
35,268
– – 0.13% 145
2021
Q3 		$2.09M Sell
35,268
-688
-2% -$41.6K 0.13% 145
2021
Q2 		$2.13M Sell
35,956
-1,396
-4% -$80.9K 0.14% 148
2021
Q1 		$2.07M Sell
37,352
-1,304
-3% -$70.8K 0.14% 144
2020
Q4 		$2M Buy
38,656
+244
+0.6% +$11.8K 0.17% 134
2020
Q3 		$1.69M Sell
38,412
-1,832
-5% -$79.8K 0.17% 131
2020
Q2 		$1.65M Sell
40,244
-2,284
-5% -$87.5K 0.18% 132
2020
Q1 		$1.4M Sell
42,528
-1,440
-3% -$59.6K 0.19% 134
2019
Q4 		$1.96M Buy
43,968
+280
+0.6% +$12K 0.22% 128
2019
Q3 		$1.83M Buy
43,688
+304
+0.7% +$12.7K 0.22% 131
2019
Q2 		$1.81M Sell
43,384
-1,528
-3% -$62.5K 0.22% 136
2019
Q1 		$1.8M Buy
44,912
+1,508
+3% +$58K 0.23% 137
2018
Q4 		$1.5M Sell
43,404
-12
-0% -$451 0.23% 135
2018
Q3 		$1.78M Sell
43,416
-968
-2% -$39.5K 0.24% 128
2018
Q2 		$1.75M Buy
44,384
+324
+0.7% +$12.7K 0.25% 124
2018
Q1 		$1.7M Buy
44,060
+1,152
+3% +$45.4K 0.25% 128
2017
Q4 		$1.66M Buy
42,908
+752
+2% +$28.4K 0.24% 128
2017
Q3 		$1.55M Buy
42,156
+2,072
+5% +$74.7K 0.24% 130
2017
Q2 		$1.43M Sell
40,084
-164
-0.4% -$5.79K 0.23% 138
2017
Q1 		$1.4M Buy
40,248
+1,400
+4% +$48.1K 0.22% 138
2016
Q4 		$1.28M Buy
38,848
+940
+2% +$30.4K 0.21% 147
2016
Q3 		$1.23M Buy
37,908
+800
+2% +$25.7K 0.22% 146
2016
Q2 		$1.15M Sell
37,108
-384
-1% -$11.7K 0.21% 151
2016
Q1 		$1.14M Buy
37,492
+2,428
+7% +$68.7K 0.22% 146
2015
Q4 		$1.05M Buy
35,064
+5,036
+17% +$154K 0.23% 134
2015
Q3 		$876K Buy
30,028
+2,728
+10% +$85K 0.21% 135
2015
Q2 		$870K Sell
27,300
-868
-3% -$28.2K 0.2% 143
2015
Q1 		$934K Buy
28,168
+784
+3% +$24.6K 0.22% 136
2014
Q4 		$846K Sell
27,384
-480
-2% -$14.5K 0.21% 144
2014
Q3 		$817K Sell
27,864
-740
-3% -$22K 0.21% 145
2014
Q2 		$849K Buy
28,604
+3,452
+14% +$98.6K 0.2% 149
2014
Q1 		$714K Sell
25,152
-340
-1% -$9.44K 0.17% 159
2013
Q4 		$701K Sell
25,492
-280
-1% -$7.46K 0.17% 161
2013
Q3 		$660K Buy
+25,772
New +$646K 0.17% 157

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Bragg Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 9.4% in Q1 2026, buying an estimated $207K and bringing the position to 32,404 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #174.

Bragg Financial Advisors first reported a position in VO in Q3 2013 and has held it in 51 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Bragg Financial Advisors held 32,404 shares of Vanguard Mid-Cap ETF worth $2.33M as of Q1 2026.
  • Bragg Financial Advisors bought 2,788 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $207K.
  • Vanguard Mid-Cap ETF made up 0.07% of Bragg Financial Advisors's portfolio in Q1 2026, its #174 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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