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Bragg Financial Advisors, Inc: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bragg Financial Advisors, Inc on VUG, newest first. How the timeline and the estimate are built.

Bragg Financial Advisors, Inc held 459,273 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 459,273 shares
    Change vs previous 13F +382,940 shares

    1.06% of the 13F portfolio, value $39,561,810.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 76,333 shares
    Change vs previous 13F +5,382 shares

    1.05% of the 13F portfolio, value $33,341,702.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 70,951 shares
    Change vs previous 13F +4,410 shares

    1.13% of the 13F portfolio, value $34,614,348.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,541 shares
    Change vs previous 13F -505 shares

    1.06% of the 13F portfolio, value $31,913,859.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,046 shares
    Change vs previous 13F +3,192 shares

    1.05% of the 13F portfolio, value $29,393,063.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,854 shares
    Change vs previous 13F +3,723 shares

    0.97% of the 13F portfolio, value $23,678,422.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,131 shares
    Change vs previous 13F -335 shares

    1% of the 13F portfolio, value $24,680,234.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,466 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $23,214,752.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).