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OneAscent Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

OneAscent Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Sell
2,332
-121
-5% -$80.7K 0.48% 26
2026
Q1 		$1.47M Sell
2,453
-255
-9% -$159K 0.48% 26
2025
Q4 		$1.7M Sell
2,708
-60
-2% -$37.3K 0.57% 24
2025
Q3 		$1.69M Buy
2,768
+46
+2% +$27.1K 0.57% 26
2025
Q2 		$1.55M Sell
2,722
-403
-13% -$212K 0.57% 21
2025
Q1 		$1.61M Sell
3,125
-163
-5% -$88.1K 0.7% 19
2024
Q4 		$1.77M Sell
3,288
-245
-7% -$133K 0.73% 15
2024
Q3 		$1.87M Buy
+3,533
New +$1.8M 0.71% 11
2024
Q2 		– Sell
-3,175
Closed -$1.53M – 171
2024
Q1 		$1.53M Buy
3,175
+321
+11% +$147K 0.59% 18
2023
Q4 		$1.25M Buy
2,854
+408
+17% +$167K 0.5% 21
2023
Q3 		$964K Buy
+2,446
New +$1M 0.42% 26
2023
Q2 		– Sell
-2,234
Closed -$840K – 184
2023
Q1 		$840K Buy
2,234
+39
+2% +$14.3K 0.33% 36
2022
Q4 		$771K Buy
2,195
+275
+14% +$97.1K 0.36% 26
2022
Q3 		$633K Buy
1,920
+52
+3% +$19K 0.33% 26
2022
Q2 		$651K Buy
1,868
+28
+2% +$10.5K 0.33% 32
2022
Q1 		$764K Buy
+1,840
New +$753K 0.38% 35
2021
Q1 		$667K Buy
1,831
+80
+5% +$28.4K 0.28% 83
2020
Q4 		$602K Buy
+1,751
New +$571K 0.27% 81

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

OneAscent Wealth Management's VOO Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q2 2026, selling an estimated $80.7K and leaving 2,332 shares worth $1.6M. The position accounts for 0.48% of the portfolio, ranked #26.

OneAscent Wealth Management first reported a position in VOO in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.87M in Q3 2024. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • OneAscent Wealth Management held 2,332 shares of Vanguard S&P 500 ETF worth $1.6M as of Q2 2026.
  • OneAscent Wealth Management sold 121 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $80.7K.
  • Vanguard S&P 500 ETF made up 0.48% of OneAscent Wealth Management's portfolio in Q2 2026, its #26 holding.
  • OneAscent Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
  • OneAscent Wealth Management's Vanguard S&P 500 ETF position peaked at $1.87M in Q3 2024.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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