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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

OneAscent Investment Solutions's VGIT Position: Q1 2026 in Review

OneAscent Investment Solutions increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.4% in Q1 2026, buying an estimated $63.8K and bringing the position to 268,378 shares worth $16M. The position accounts for 15.99% of the portfolio, ranked #1.

OneAscent Investment Solutions first reported a position in VGIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $16M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • OneAscent Investment Solutions held 268,378 shares of Vanguard Intermediate-Term Treasury ETF worth $16M as of Q1 2026.
  • OneAscent Investment Solutions bought 1,065 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $63.8K.
  • Vanguard Intermediate-Term Treasury ETF made up 15.99% of OneAscent Investment Solutions's portfolio in Q1 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 5 quarters since.
  • OneAscent Investment Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $16M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.