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Bragg Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bragg Financial Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Buy
3,903
+110
+3% +$73.3K 0.07% 182
2026
Q1 		$2.27M Buy
3,793
+220
+6% +$138K 0.07% 178
2025
Q4 		$2.24M Buy
3,573
+41
+1% +$25.5K 0.07% 176
2025
Q3 		$2.16M Hold
3,532
– – 0.07% 180
2025
Q2 		$2.01M Sell
3,532
-15
-0.4% -$7.88K 0.07% 187
2025
Q1 		$1.82M Buy
3,547
+955
+37% +$516K 0.08% 180
2024
Q4 		$1.4M Sell
2,592
-75
-3% -$40.6K 0.06% 189
2024
Q3 		$1.41M Buy
2,667
+47
+2% +$23.9K 0.06% 193
2024
Q2 		$1.31M Sell
2,620
-25
-0.9% -$12K 0.06% 192
2024
Q1 		$1.27M Sell
2,645
-1
-0% -$458 0.06% 192
2023
Q4 		$1.16M Buy
2,646
+14
+0.5% +$5.73K 0.06% 193
2023
Q3 		$1.03M Buy
2,632
+2,098
+393% +$858K 0.05% 197
2023
Q2 		$217K Sell
534
-1
-0.2% -$386 0.01% 313
2023
Q1 		$201K Buy
+535
New +$196K 0.01% 312
2022
Q2 		– Sell
-900
Closed -$374K – 316
2022
Q1 		$374K Buy
900
+81
+10% +$33.2K 0.02% 268
2021
Q4 		$323K Hold
819
– – 0.02% 265
2021
Q3 		$323K Sell
819
-48
-6% -$19.5K 0.02% 265
2021
Q2 		$341K Sell
867
-72
-8% -$27.6K 0.02% 265
2021
Q1 		$342K Sell
939
-14
-1% -$4.96K 0.02% 248
2020
Q4 		$328K Buy
953
+1
+0.1% +$326 0.03% 234
2020
Q3 		$293K Sell
952
-96
-9% -$29.2K 0.03% 228
2020
Q2 		$297K Buy
1,048
+52
+5% +$14K 0.03% 226
2020
Q1 		$236K Sell
996
-15
-1% -$4.2K 0.03% 229
2019
Q4 		$299K Hold
1,011
– – 0.03% 237
2019
Q3 		$276K Sell
1,011
-2,709
-73% -$735K 0.03% 244
2019
Q2 		$1M Buy
3,720
+200
+6% +$52.9K 0.12% 160
2019
Q1 		$914K Sell
3,520
-4,300
-55% -$1.07M 0.12% 162
2018
Q4 		$1.8M Buy
+7,820
New +$1.94M 0.27% 124

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Bragg Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $73.3K and bringing the position to 3,903 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #182.

Bragg Financial Advisors first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bragg Financial Advisors held 3,903 shares of Vanguard S&P 500 ETF worth $2.68M as of Q2 2026.
  • Bragg Financial Advisors bought 110 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $73.3K.
  • Vanguard S&P 500 ETF made up 0.07% of Bragg Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Bragg Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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