OneAscent Financial Services
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OneAscent Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

OneAscent Financial Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.76M Sell
98,924
-23,817
-19% -$1.94M 0.48% 33
2026
Q2 		$9.9M Buy
122,741
+2,277
+2% +$177K 0.47% 40
2026
Q1 		$8.65M Buy
120,464
+19,340
+19% +$1.44M 0.47% 39
2025
Q4 		$7.34M Sell
101,124
-76,052
-43% -$5.53M 0.68% 22
2025
Q3 		$13M Buy
177,176
+51,944
+41% +$3.73M 0.87% 26
2025
Q2 		$8.81M Sell
125,232
-139,840
-53% -$9.18M 0.63% 31
2025
Q1 		$17.2M Buy
265,072
+132,672
+100% +$8.9M 1.12% 21
2024
Q4 		$8.74M Buy
+132,400
New +$8.99M 0.74% 26
2024
Q2 		– Sell
-83,924
Closed -$5.24M – 395
2024
Q1 		$5.24M Sell
83,924
-6,504
-7% -$384K 0.58% 29
2023
Q4 		$5.26M Buy
90,428
+48,332
+115% +$2.58M 0.65% 26
2023
Q3 		$2.19M Buy
+42,096
New +$2.31M 0.57% 37

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

OneAscent Financial Services's VO Position: Q3 2026 in Review

OneAscent Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q3 2026, selling an estimated $1.94M and leaving 98,924 shares worth $7.76M. The position accounts for 0.48% of the portfolio, ranked #33.

OneAscent Financial Services first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.2M in Q1 2025. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • OneAscent Financial Services held 98,924 shares of Vanguard Morningstar Mid-Cap ETF worth $7.76M as of Q3 2026.
  • OneAscent Financial Services sold 23,817 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.94M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.48% of OneAscent Financial Services's portfolio in Q3 2026, its #33 holding.
  • OneAscent Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • OneAscent Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $17.2M in Q1 2025.
  • 2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.