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 Q2	$382K	Buy	4,971 +54	+1%	+$4.15K	0.11%	96
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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

OneAscent Wealth Management increased its Vanguard Total Corporate Bond ETF (VTC) stake by 1.1% in Q2 2026, buying an estimated $4.15K and bringing the position to 4,971 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #96.

OneAscent Wealth Management first reported a position in VTC in Q2 2023 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

OneAscent Wealth Management held 4,971 shares of Vanguard Total Corporate Bond ETF worth $382K as of Q2 2026.
OneAscent Wealth Management bought 54 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $4.15K.
Vanguard Total Corporate Bond ETF made up 0.11% of OneAscent Wealth Management's portfolio in Q2 2026, its #96 holding.
OneAscent Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

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