OneAscent Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

OneAscent Financial Services’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Sell	39,619 -1,782	-4%	-$89.6K	0.1%	139
2026 Q1	$2.07M	Buy	41,401 +28,779	+228%	+$1.43M	0.11%	119
2025 Q4	$624K	Sell	12,622 -21,252	-63%	-$1.06M	0.06%	216
2025 Q3	$1.72M	Sell	33,874 -681	-2%	-$34.3K	0.11%	133
2025 Q2	$1.74M	Sell	34,555 -43,839	-56%	-$2.19M	0.12%	117
2025 Q1	$3.91M	Buy	78,394 +43,680	+126%	+$2.14M	0.25%	69
2024 Q4	$1.68M	Buy	+34,714	New	+$1.7M	0.14%	101
2024 Q2	–	Sell	-51,643	Closed	-$2.47M	–	403
2024 Q1	$2.47M	Sell	51,643 -1,460	-3%	-$69.5K	0.27%	61
2023 Q4	$2.52M	Buy	53,103 +16,835	+46%	+$797K	0.31%	54
2023 Q3	$1.72M	Buy	+36,268	New	+$1.71M	0.45%	48

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OneAscent Financial Services's VTIP Position: Q2 2026 in Review

OneAscent Financial Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.3% in Q2 2026, selling an estimated $89.6K and leaving 39,619 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #139.

OneAscent Financial Services first reported a position in VTIP in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.91M in Q1 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

OneAscent Financial Services held 39,619 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.99M as of Q2 2026.
OneAscent Financial Services sold 1,782 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $89.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of OneAscent Financial Services's portfolio in Q2 2026, its #139 holding.
OneAscent Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 10 quarters since.
OneAscent Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.91M in Q1 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.