OneAscent Financial Services’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$518K	Buy	7,893 +746	+10%	+$50.1K	0.03%	336
2025 Q4	$482K	Sell	7,147 -171	-2%	-$11.5K	0.04%	265
2025 Q3	$490K	Sell	7,318 -83	-1%	-$5.47K	0.06%	238
2025 Q2	$484K	Sell	7,401 -3,627	-33%	-$231K	0.03%	316
2025 Q1	$708K	Buy	11,028 +5,536	+101%	+$355K	0.05%	264
2024 Q4	$347K	Buy	+5,492	New	+$355K	0.03%	327
2024 Q2	–	Sell	-4,467	Closed	-$285K	–	408
2024 Q1	$285K	Buy	4,467 +127	+3%	+$7.99K	0.03%	298
2023 Q4	$277K	Buy	4,340 +157	+4%	+$9.46K	0.03%	284
2023 Q3	$247K	Buy	+4,183	New	+$256K	0.06%	216

Other funds holding VWOB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Creative Planning

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return