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OneAscent Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

OneAscent Wealth Management’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,711
Closed -$545K – 198
2023
Q4 		$545K Buy
+6,711
New +$518K 0.22% 54

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OneAscent Wealth Management's VCIT Position: Q1 2024 in Review

OneAscent Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 6,711 shares — an estimated $545K sold.

OneAscent Wealth Management first reported a position in VCIT in Q4 2023 and held it in 1 quarter. The position peaked at $545K in Q4 2023. 1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • OneAscent Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 6,711 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $545K.
  • OneAscent Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • OneAscent Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $545K in Q4 2023.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.