Bragg Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bragg Financial Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.14M	Sell	12,029 -302	-2%	-$101K	0.11%	152
2026 Q1	$3.69M	Sell	12,331 -146	-1%	-$45.7K	0.12%	154
2025 Q4	$3.93M	Sell	12,477 -348	-3%	-$109K	0.13%	146
2025 Q3	$3.95M	Sell	12,825 -302	-2%	-$89.4K	0.13%	144
2025 Q2	$3.75M	Sell	13,127 -130	-1%	-$34.3K	0.13%	145
2025 Q1	$3.41M	Sell	13,257 -14	-0.1%	-$3.79K	0.14%	143
2024 Q4	$3.58M	Sell	13,271 -426	-3%	-$115K	0.14%	143
2024 Q3	$3.61M	Sell	13,697 -1,707	-11%	-$433K	0.15%	141
2024 Q2	$3.85M	Sell	15,404 -597	-4%	-$143K	0.17%	135
2024 Q1	$3.84M	Sell	16,001 -1,084	-6%	-$248K	0.17%	135
2023 Q4	$3.73M	Sell	17,085 -738	-4%	-$151K	0.18%	136
2023 Q3	$3.49M	Sell	17,823 -1,147	-6%	-$234K	0.18%	133
2023 Q2	$3.85M	Sell	18,970 -810	-4%	-$155K	0.21%	127
2023 Q1	$3.7M	Sell	19,780 -613	-3%	-$112K	0.22%	128
2022 Q4	$3.55M	Sell	20,393 -343	-2%	-$60.2K	0.22%	131
2022 Q3	$3.39M	Sell	20,736 -698	-3%	-$127K	0.23%	125
2022 Q2	$3.69M	Sell	21,434 -52	-0.2%	-$9.76K	0.25%	121
2022 Q1	$4.48M	Sell	21,486 -734	-3%	-$151K	0.26%	120
2021 Q4	$4.46M	Hold	22,220	–	–	0.29%	113
2021 Q3	$4.46M	Sell	22,220 -1,055	-5%	-$218K	0.29%	113
2021 Q2	$4.67M	Sell	23,275 -520	-2%	-$101K	0.3%	113
2021 Q1	$4.41M	Sell	23,795 -754	-3%	-$137K	0.3%	114
2020 Q4	$4.31M	Sell	24,549 -666	-3%	-$111K	0.38%	89
2020 Q3	$3.94M	Sell	25,215 -431	-2%	-$66.5K	0.4%	82
2020 Q2	$3.67M	Sell	25,646 -248	-1%	-$33.5K	0.41%	87
2020 Q1	$3.07M	Sell	25,894 -1,312	-5%	-$184K	0.41%	85
2019 Q4	$4.02M	Sell	27,206 -165	-0.6%	-$23.3K	0.45%	78
2019 Q3	$3.73M	Sell	27,371 -100	-0.4%	-$13.6K	0.45%	80
2019 Q2	$3.7M	Sell	27,471 -410	-1%	-$54.2K	0.46%	77
2019 Q1	$3.62M	Buy	27,881 +23	+0.1%	+$2.88K	0.47%	75
2018 Q4	$3.2M	Buy	27,858 +276	+1%	+$34.2K	0.48%	72
2018 Q3	$3.68M	Sell	27,582 -225	-0.8%	-$29.5K	0.49%	74
2018 Q2	$3.47M	Buy	27,807 +144	+0.5%	+$17.9K	0.5%	75
2018 Q1	$3.35M	Sell	27,663 -978	-3%	-$123K	0.49%	78
2017 Q4	$3.51M	Sell	28,641 -1,070	-4%	-$128K	0.5%	76
2017 Q3	$3.43M	Sell	29,711 -684	-2%	-$77.5K	0.53%	73
2017 Q2	$3.37M	Sell	30,395 -385	-1%	-$42.3K	0.53%	74
2017 Q1	$3.33M	Sell	30,780 -780	-2%	-$83.1K	0.53%	78
2016 Q4	$3.23M	Buy	31,560 +1,305	+4%	+$131K	0.53%	78
2016 Q3	$3M	Buy	30,255 +82	+0.3%	+$8.12K	0.54%	75
2016 Q2	$2.89M	Buy	30,173 +112	+0.4%	+$10.6K	0.52%	80
2016 Q1	$2.83M	Sell	30,061 -2,428	-7%	-$216K	0.54%	74
2015 Q4	$3.04M	Sell	32,489 -2,125	-6%	-$200K	0.65%	57
2015 Q3	$3.05M	Buy	34,614 +2,420	+8%	+$226K	0.73%	56
2015 Q2	$3.05M	Sell	32,194 -2,889	-8%	-$280K	0.7%	53
2015 Q1	$3.34M	Buy	35,083 +586	+2%	+$55.6K	0.77%	47
2014 Q4	$3.26M	Sell	34,497 -2,930	-8%	-$270K	0.79%	42
2014 Q3	$3.39M	Sell	37,427 -39	-0.1%	-$3.54K	0.86%	38
2014 Q2	$3.37M	Buy	37,466 +164	+0.4%	+$14.3K	0.81%	39
2014 Q1	$3.21M	Sell	37,302 -1,275	-3%	-$108K	0.78%	40
2013 Q4	$3.27M	Sell	38,577 -430	-1%	-$35K	0.79%	40
2013 Q3	$3.02M	Sell	39,007 -2,395	-6%	-$184K	0.78%	37
2013 Q2	$3.04M	Buy	+41,402	New	+$3.05M	0.83%	35

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bragg Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.4% in Q2 2026, selling an estimated $101K and leaving 12,029 shares worth $4.14M. The position accounts for 0.11% of the portfolio, ranked #152.

Bragg Financial Advisors first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.67M in Q2 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bragg Financial Advisors held 12,029 shares of Vanguard Morningstar Large-Cap ETF worth $4.14M as of Q2 2026.
Bragg Financial Advisors sold 302 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Bragg Financial Advisors's portfolio in Q2 2026, its #152 holding.
Bragg Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Bragg Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $4.67M in Q2 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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