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OneAscent Investment Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

OneAscent Investment Solutions’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
Q2 		$16.1M Buy
273,482
+5,104
+2% +$302K 15.27% 1
2026
Q1 		$16M Buy
268,378
+1,065
+0.4% +$63.8K 15.99% 1
2025
Q4 		$16M Buy
267,313
+3,875
+1% +$233K 16.97% 1
2025
Q3 		$15.8M Buy
263,438
+6,183
+2% +$369K 16.82% 1
2025
Q2 		$15.4M Buy
257,255
+11,928
+5% +$706K 16.42% 1
2025
Q1 		$14.6M Buy
+245,327
New +$14.4M 17.3% 1

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

OneAscent Investment Solutions's VGIT Position: Q2 2026 in Review

OneAscent Investment Solutions increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.9% in Q2 2026, buying an estimated $302K and bringing the position to 273,482 shares worth $16.1M. The position accounts for 15.27% of the portfolio, ranked #1.

OneAscent Investment Solutions first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. 976 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • OneAscent Investment Solutions held 273,482 shares of Vanguard Intermediate-Term Treasury ETF worth $16.1M as of Q2 2026.
  • OneAscent Investment Solutions bought 5,104 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Intermediate-Term Treasury ETF made up 15.27% of OneAscent Investment Solutions's portfolio in Q2 2026, its #1 holding.
  • OneAscent Investment Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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