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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
Q1 		$2.07M Buy
41,401
+28,779
+228% +$1.43M 0.11% 119
2025
Q4 		$624K Buy
12,622
+2,099
+20% +$105K 0.06% 216
2025
Q3 		$533K Sell
10,523
-24,032
-70% -$1.21M 0.07% 220
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

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VA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return