OneAscent Investment Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

OneAscent Investment Solutions’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.58M	Buy	95,342 +6,614	+7%	+$388K	5.58%	2
2025 Q4	$5.21M	Hold	88,728	–	–	5.52%	2
2025 Q3	$5.22M	Hold	88,728	–	–	5.56%	2
2025 Q2	$5.21M	Sell	88,728 -3,196	-3%	-$187K	5.57%	2
2025 Q1	$5.39M	Buy	+91,924	New	+$5.36M	6.4%	2

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

OneAscent Investment Solutions increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.5% in Q1 2026, buying an estimated $388K and bringing the position to 95,342 shares worth $5.58M. The position accounts for 5.58% of the portfolio, ranked #2.

OneAscent Investment Solutions first reported a position in VGSH in Q1 2025 and has held it in 5 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

OneAscent Investment Solutions held 95,342 shares of Vanguard Short-Term Treasury ETF worth $5.58M as of Q1 2026.
OneAscent Investment Solutions bought 6,614 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $388K.
Vanguard Short-Term Treasury ETF made up 5.58% of OneAscent Investment Solutions's portfolio in Q1 2026, its #2 holding.
OneAscent Investment Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

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