OneAscent Family Office’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

OneAscent Family Office’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$521K	Sell	8,747 -4,330	-33%	-$259K	0.36%	66
2025 Q4	$784K	Sell	13,077 -10,019	-43%	-$603K	0.53%	44
2025 Q3	$1.39M	Sell	23,096 -7,834	-25%	-$468K	1.13%	20
2025 Q2	$1.85M	Buy	30,930 +7,074	+30%	+$419K	1.75%	11
2025 Q1	$1.42M	Sell	23,856 -8,871	-27%	-$519K	1.32%	16
2024 Q4	$1.9M	Buy	+32,727	New	+$1.92M	3.45%	7

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

OneAscent Family Office's VGIT Position: Q1 2026 in Review

OneAscent Family Office reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 33% in Q1 2026, selling an estimated $259K and leaving 8,747 shares worth $521K. The position accounts for 0.36% of the portfolio, ranked #66.

OneAscent Family Office first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q4 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

OneAscent Family Office held 8,747 shares of Vanguard Intermediate-Term Treasury ETF worth $521K as of Q1 2026.
OneAscent Family Office sold 4,330 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $259K.
Vanguard Intermediate-Term Treasury ETF made up 0.36% of OneAscent Family Office's portfolio in Q1 2026, its #66 holding.
OneAscent Family Office first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Vanguard Intermediate-Term Treasury ETF position peaked at $1.9M in Q4 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.