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OneAscent Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

OneAscent Wealth Management’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Buy
4,917
+260
+6% +$20.2K 0.12% 88
2025
Q4 		$362K Sell
4,657
-22
-0.5% -$1.72K 0.12% 92
2025
Q3 		$367K Hold
4,679
– – 0.12% 99
2025
Q2 		$362K Buy
4,679
+516
+12% +$39.2K 0.13% 90
2025
Q1 		$320K Sell
4,163
-91
-2% -$6.94K 0.14% 93
2024
Q4 		$322K Hold
4,254
– – 0.13% 101
2024
Q3 		$337K Hold
4,254
– – 0.13% 114
2024
Q2 		$322K Hold
4,254
– – 0.17% 65
2024
Q1 		$326K Sell
4,254
-204
-5% -$15.6K 0.13% 116
2023
Q4 		$345K Hold
4,458
– – 0.14% 101
2023
Q3 		$323K Buy
4,458
+204
+5% +$15.2K 0.14% 102
2023
Q2 		$322K Buy
+4,254
New +$322K 0.15% 66

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return