Bragg Financial Advisors, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1327055
CHARLOTTE, NC
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,880,239
+$517,449 QoQ
Shares Held
12,801
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#198
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,880,239 | 12,801 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,362,790 | 12,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,327,555 | 12,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,286,314 | 12,924 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,088,560 | 13,033 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,935,970 | 13,240 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,220,232 | 13,402 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,232,697 | 13,628 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,971,231 | 13,627 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,110,652 | 13,608 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,920,914 | 13,692 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,621,644 | 13,866 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,716,439 | 13,658 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,676,018 | 14,117 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,631,412 | 14,337 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,492,551 | 14,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,620,869 | 14,882 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,431,985 | 16,149 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,392,862 | 15,012 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,282,674 | 15,012 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,429,212 | 15,222 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,290,195 | 15,369 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,019,097 | 15,508 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,399,741 | 15,603 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,288,824 | 15,707 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,782,855 | 15,444 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||