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Bragg Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bragg Financial Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Hold
5,238
– – 0.05% 198
2025
Q4 		$1.62M Hold
5,238
– – 0.05% 195
2025
Q3 		$1.58M Hold
5,238
– – 0.05% 189
2025
Q2 		$1.47M Buy
5,238
+4,215
+412% +$1.09M 0.05% 197
2025
Q1 		$260K Buy
+1,023
New +$274K 0.01% 309

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Bragg Financial Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 5,238 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #198.

Bragg Financial Advisors first reported a position in VONE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Bragg Financial Advisors held 5,238 shares of Vanguard Russell 1000 ETF worth $1.55M as of Q1 2026.
  • Bragg Financial Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.05% of Bragg Financial Advisors's portfolio in Q1 2026, its #198 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Bragg Financial Advisors's Vanguard Russell 1000 ETF position peaked at $1.62M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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