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Bragg Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bragg Financial Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.81M Sell
10,294
-410
-4% -$147K 0.1% 161
2026
Q1 		$3.43M Sell
10,704
-532
-5% -$178K 0.11% 159
2025
Q4 		$3.77M Sell
11,236
-42
-0.4% -$14K 0.12% 149
2025
Q3 		$3.7M Sell
11,278
-179
-2% -$56.5K 0.12% 147
2025
Q2 		$3.48M Sell
11,457
-234
-2% -$65.8K 0.12% 149
2025
Q1 		$3.21M Buy
11,691
+2,022
+21% +$587K 0.13% 147
2024
Q4 		$2.8M Sell
9,669
-207
-2% -$60.4K 0.11% 151
2024
Q3 		$2.8M Buy
9,876
+3,458
+54% +$943K 0.12% 152
2024
Q2 		$1.72M Sell
6,418
-17
-0.3% -$4.4K 0.08% 178
2024
Q1 		$1.67M Sell
6,435
-1,003
-13% -$248K 0.08% 177
2023
Q4 		$1.76M Sell
7,438
-1,410
-16% -$312K 0.08% 171
2023
Q3 		$1.88M Buy
8,848
+5,404
+157% +$1.2M 0.1% 164
2023
Q2 		$759K Sell
3,444
-167
-5% -$34.8K 0.04% 216
2023
Q1 		$737K Sell
3,611
-150
-4% -$30K 0.04% 213
2022
Q4 		$719K Sell
3,761
-396
-10% -$76.3K 0.04% 215
2022
Q3 		$746K Buy
4,157
+3
+0.1% +$598 0.05% 198
2022
Q2 		$784K Sell
4,154
-393
-9% -$80.7K 0.05% 192
2022
Q1 		$1.03M Sell
4,547
-247
-5% -$55.5K 0.06% 190
2021
Q4 		$1.06M Hold
4,794
– – 0.07% 178
2021
Q3 		$1.06M Buy
4,794
+463
+11% +$106K 0.07% 178
2021
Q2 		$965K Buy
4,331
+15
+0.3% +$3.25K 0.06% 182
2021
Q1 		$892K Sell
4,316
-11
-0.3% -$2.23K 0.06% 186
2020
Q4 		$842K Buy
4,327
+27
+0.6% +$4.93K 0.07% 171
2020
Q3 		$732K Sell
4,300
-41
-0.9% -$6.9K 0.08% 169
2020
Q2 		$679K Sell
4,341
-93
-2% -$13.7K 0.08% 169
2020
Q1 		$572K Sell
4,434
-1
-0% -$155 0.08% 168
2019
Q4 		$726K Hold
4,435
– – 0.08% 174
2019
Q3 		$670K Buy
4,435
+125
+3% +$18.8K 0.08% 177
2019
Q2 		$647K Buy
4,310
+82
+2% +$12.1K 0.08% 180
2019
Q1 		$612K Buy
4,228
+32
+0.8% +$4.46K 0.08% 178
2018
Q4 		$536K Buy
+4,196
New +$579K 0.08% 176

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bragg Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, selling an estimated $147K and leaving 10,294 shares worth $3.81M. The position accounts for 0.1% of the portfolio, ranked #161.

Bragg Financial Advisors first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bragg Financial Advisors held 10,294 shares of Vanguard Morningstar Total Stock Market ETF worth $3.81M as of Q2 2026.
  • Bragg Financial Advisors sold 410 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Bragg Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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