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OneAscent Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

OneAscent Wealth Management’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 		$3.83M Buy
64,271
+4,545
+8% +$272K 1.27% 11
2025
Q4 		$3.58M Sell
59,726
-71,222
-54% -$4.28M 1.19% 13
2025
Q3 		$7.86M Sell
130,948
-54,379
-29% -$3.25M 2.64% 6
2025
Q2 		$11.1M Buy
185,327
+67,610
+57% +$4M 4.08% 4
2025
Q1 		$6.99M Sell
117,717
-140,556
-54% -$8.22M 3.03% 7
2024
Q4 		$15M Sell
258,273
-28,222
-10% -$1.66M 6.18% 4
2024
Q3 		$17.3M Buy
286,495
+642
+0.2% +$38.3K 6.57% 5
2024
Q2 		$16.6M Buy
285,853
+25,061
+10% +$1.45M 8.65% 4
2024
Q1 		$15.3M Buy
260,792
+17,753
+7% +$1.04M 5.86% 4
2023
Q4 		$14.4M Sell
243,039
-52,315
-18% -$3.02M 5.75% 5
2023
Q3 		$16.9M Sell
295,354
-14,902
-5% -$864K 7.42% 3
2023
Q2 		$18.2M Buy
310,256
+305,806
+6,872% +$18.2M 8.57% 3
2023
Q1 		$267K Sell
4,450
-52
-1% -$3.08K 0.1% 142
2022
Q4 		$263K Sell
4,502
-340
-7% -$19.9K 0.12% 129
2022
Q3 		$282K Sell
4,842
-71
-1% -$4.3K 0.15% 93
2022
Q2 		$300K Sell
4,913
-298,681
-98% -$18.3M 0.15% 116
2022
Q1 		$19.1M Buy
+303,594
New +$19.6M 9.51% 2
2021
Q4 		– Sell
-453,235
Closed -$30.6M – 139
2021
Q3 		$30.6M Buy
+453,235
New +$30.9M 34.92% 1
2021
Q1 		$50.4M Buy
750,374
+158,206
+27% +$10.8M 21.49% 1
2020
Q4 		$41.1M Buy
+592,168
New +$41.4M 18.61% 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 Wealth Management's VGIT Position: Q1 2026 in Review

OneAscent Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.6% in Q1 2026, buying an estimated $272K and bringing the position to 64,271 shares worth $3.83M. The position accounts for 1.27% of the portfolio, ranked #11.

OneAscent Wealth Management first reported a position in VGIT in Q4 2020 and has held it in 20 quarters since. The position peaked at $50.4M in Q1 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • OneAscent Wealth Management held 64,271 shares of Vanguard Intermediate-Term Treasury ETF worth $3.83M as of Q1 2026.
  • OneAscent Wealth Management bought 4,545 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $272K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.27% of OneAscent Wealth Management's portfolio in Q1 2026, its #11 holding.
  • OneAscent Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 20 quarters since.
  • OneAscent Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $50.4M in Q1 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.