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 Q2	$1.77M	Hold	5,238	–	–	0.05%	197
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Bragg Financial Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 5,238 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #197.

Bragg Financial Advisors first reported a position in VONE in Q1 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Bragg Financial Advisors held 5,238 shares of Vanguard Russell 1000 ETF worth $1.77M as of Q2 2026.
Bragg Financial Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.05% of Bragg Financial Advisors's portfolio in Q2 2026, its #197 holding.
Bragg Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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